+25.9%
CSCO vs SEI
+35.9%
-10.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.1% | -5.2% | -6.1% |
| 7D | +1.9% | +10.5% | -8.5% | +0.3% |
| 30D | -15.8% | -8.0% | -7.8% | -15.5% |
| 3M | -15.4% | +6.7% | -22.1% | -17.4% |
| 6M | -5.4% | -17.0% | +11.6% | -4.4% |
| YTD | +26.5% | +39.7% | -13.2% | +16.5% |
| 1Y | +25.9% | +43.2% | -17.3% | +14.9% |
| All | +25.9% | +35.9% | -10.0% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling