+173.4%
C vs SEI
+605.9%
-432.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.2% |
| 7D | +4.2% | +10.5% | -6.3% | +1.9% |
| 30D | +2.0% | -8.0% | +10.0% | +2.1% |
| 3M | -10.1% | +6.7% | -16.9% | -14.0% |
| 6M | +1.0% | -17.0% | +18.0% | +0.4% |
| YTD | +8.5% | +39.7% | -31.2% | -6.2% |
| 1Y | +25.7% | +43.2% | -17.4% | +7.3% |
| 3Y | +216.0% | +676.3% | -460.4% | +47.8% |
| 5Y | +112.3% | +891.0% | -778.7% | -16.8% |
| All | +173.4% | +605.9% | -432.5% | +2.9% |
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