+31.1%
D vs SEI
+613.6%
-582.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | -3.1% | +27.6% | -30.7% | -3.9% |
| 30D | +8.4% | -17.1% | +25.5% | +8.8% |
| 3M | +0.2% | +4.6% | -4.4% | -0.5% |
| 6M | +9.5% | -15.1% | +24.5% | +9.2% |
| YTD | +18.8% | +41.2% | -22.4% | +15.1% |
| 1Y | +14.7% | +37.5% | -22.8% | +11.1% |
| 3Y | +72.9% | +693.7% | -620.7% | +42.5% |
| 5Y | +13.1% | +901.7% | -888.6% | -10.3% |
| All | +31.1% | +613.6% | -582.5% | -3.4% |
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