+32.8%
D vs SEI
+584.5%
-551.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.2% |
| 7D | +2.4% | -10.8% | +13.2% | +2.6% |
| 30D | +10.9% | -19.0% | +29.9% | +11.4% |
| 3M | +2.8% | +5.8% | -2.9% | +2.0% |
| 6M | +12.7% | -14.9% | +27.6% | +12.3% |
| YTD | +20.3% | +35.4% | -15.1% | +16.8% |
| 1Y | +17.1% | +23.9% | -6.8% | +13.9% |
| 3Y | +75.1% | +661.3% | -586.1% | +44.5% |
| 5Y | +13.1% | +822.2% | -809.1% | -9.9% |
| All | +32.8% | +584.5% | -551.7% | -2.0% |
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