+175.5%
CAH vs SEI
+560.9%
-385.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.2% | +3.5% | -1.6% |
| 7D | -5.1% | +20.7% | -25.7% | -5.2% |
| 30D | -1.8% | +9.1% | -10.9% | -1.8% |
| 3M | +9.4% | -6.0% | +15.3% | +9.4% |
| 6M | +9.2% | +18.9% | -9.7% | +8.8% |
| YTD | +15.7% | +40.1% | -24.5% | +15.0% |
| 1Y | +59.7% | +120.6% | -60.9% | +57.4% |
| All | +175.5% | +560.9% | -385.4% | +171.2% |
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 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