+612.8%
CRS vs SEI
+560.9%
+51.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.2% | +3.0% | -1.2% |
| 7D | -4.1% | +20.7% | -24.8% | -8.0% |
| 30D | -16.6% | +9.1% | -25.7% | -18.5% |
| 3M | -14.3% | -6.0% | -8.3% | -14.4% |
| 6M | +11.6% | +18.9% | -7.3% | +5.7% |
| YTD | +42.6% | +40.1% | +2.5% | +29.6% |
| 1Y | +81.8% | +120.6% | -38.8% | +48.7% |
| All | +612.8% | +560.9% | +51.9% | +323.5% |
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