+169.6%
C vs SEI
+584.5%
-414.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -0.4% | -10.8% | +10.5% | +1.3% |
| 30D | -5.2% | -19.0% | +13.9% | -2.4% |
| 3M | -9.1% | +5.8% | -14.9% | -12.9% |
| 6M | -1.6% | -14.9% | +13.3% | -2.7% |
| YTD | +6.9% | +35.4% | -28.5% | -6.9% |
| 1Y | +23.0% | +23.9% | -0.9% | +8.4% |
| 3Y | +216.1% | +661.3% | -445.1% | +48.3% |
| 5Y | +112.2% | +822.2% | -710.0% | -15.1% |
| All | +169.6% | +584.5% | -414.9% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling