+208.1%
C vs SEI
+565.5%
-357.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.3% | -13.8% | -1.3% |
| 7D | -2.4% | -18.3% | +15.9% | -0.3% |
| 30D | -6.0% | -24.4% | +18.5% | -3.4% |
| 3M | -10.5% | +1.5% | -12.1% | -12.3% |
| 6M | -5.7% | -25.1% | +19.4% | -4.7% |
| YTD | +4.1% | +26.4% | -22.3% | -3.1% |
| 1Y | +20.5% | +8.9% | +11.6% | +13.8% |
| 3Y | +208.1% | +586.7% | -378.5% | +116.1% |
| All | +208.1% | +565.5% | -357.4% | +116.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling