+3.9%
CI vs SEI
+565.9%
-562.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +16.3% | -18.1% | -1.3% |
| 7D | -2.0% | +28.8% | -30.9% | -1.1% |
| 30D | -1.8% | +10.4% | -12.2% | -1.4% |
| 3M | -4.2% | -11.4% | +7.2% | -4.2% |
| 6M | +2.7% | +31.2% | -28.5% | +4.1% |
| YTD | +1.9% | +39.7% | -37.8% | +3.7% |
| 1Y | -6.3% | +149.0% | -155.2% | -2.9% |
| 3Y | +3.9% | +560.2% | -556.3% | +5.8% |
| All | +3.9% | +565.9% | -562.0% | +5.8% |
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