+91.0%
CI vs SEI
+647.2%
-556.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | +0.5% |
| 7D | -1.1% | +28.2% | -29.3% | -2.9% |
| 30D | +0.5% | +15.5% | -15.0% | -0.7% |
| 3M | -5.2% | -1.4% | -3.8% | -5.8% |
| 6M | +4.3% | +37.4% | -33.1% | +0.5% |
| YTD | +2.8% | +47.8% | -45.0% | -2.0% |
| 1Y | -5.8% | +174.3% | -180.1% | -15.9% |
| 3Y | +4.7% | +598.5% | -593.7% | -24.2% |
| 5Y | +42.7% | +1,026.2% | -983.5% | -10.0% |
| All | +91.0% | +647.2% | -556.2% | +18.6% |
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