+276.5%
CSCO vs SEI
+605.9%
-329.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.1% | -5.2% | -6.1% |
| 7D | +1.9% | +10.5% | -8.5% | +0.6% |
| 30D | -15.8% | -8.0% | -7.8% | -15.5% |
| 3M | -15.4% | +6.7% | -22.1% | -17.2% |
| 6M | -5.4% | -17.0% | +11.6% | -5.1% |
| YTD | +26.5% | +39.7% | -13.2% | +17.5% |
| 1Y | +25.9% | +43.2% | -17.3% | +16.2% |
| 3Y | +97.5% | +676.3% | -578.8% | +33.3% |
| 5Y | +93.0% | +891.0% | -798.0% | +18.7% |
| All | +276.5% | +605.9% | -329.4% | +118.9% |
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