+1,350.3%
CRS vs SEI
+999.8%
+350.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.1% | -6.2% | -2.2% |
| 7D | -6.8% | +22.6% | -29.3% | -11.3% |
| 30D | -16.1% | +9.1% | -25.2% | -18.3% |
| 3M | -21.2% | -11.3% | -9.8% | -20.4% |
| 6M | +8.7% | +22.0% | -13.3% | +1.4% |
| YTD | +41.0% | +47.3% | -6.3% | +24.9% |
| 1Y | +82.7% | +124.8% | -42.1% | +44.5% |
| 3Y | +604.8% | +591.3% | +13.5% | +274.0% |
| All | +1,350.3% | +999.8% | +350.5% | +488.6% |
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 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