+394.0%
CAH vs SEI
+999.8%
-605.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -0.8% |
| 7D | -5.1% | +22.6% | -27.7% | -5.7% |
| 30D | +0.2% | +9.1% | -8.9% | -0.2% |
| 3M | +6.3% | -11.3% | +17.6% | +6.5% |
| 6M | +9.4% | +22.0% | -12.6% | +7.9% |
| YTD | +15.0% | +47.3% | -32.3% | +12.4% |
| 1Y | +55.4% | +124.8% | -69.3% | +48.5% |
| 3Y | +173.8% | +591.3% | -417.5% | +136.6% |
| All | +394.0% | +999.8% | -605.8% | +288.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling