+1,351.6%
CRS vs SEI
+644.4%
+707.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.1% | -6.2% | -2.7% |
| 7D | -6.8% | +22.6% | -29.3% | -13.2% |
| 30D | -16.1% | +9.1% | -25.2% | -19.3% |
| 3M | -21.2% | -11.3% | -9.8% | -20.5% |
| 6M | +8.7% | +22.0% | -13.3% | -2.3% |
| YTD | +41.0% | +47.3% | -6.3% | +17.1% |
| 1Y | +82.7% | +124.8% | -42.1% | +28.1% |
| 3Y | +604.8% | +591.3% | +13.5% | +164.1% |
| 5Y | +1,384.7% | +1,008.2% | +376.5% | +294.8% |
| All | +1,351.6% | +644.4% | +707.2% | +297.9% |
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