+26.4%
D vs SEI
+647.2%
-620.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.8% | -7.5% | -1.9% |
| 7D | -0.4% | +28.2% | -28.7% | -1.5% |
| 30D | -2.1% | +15.5% | -17.6% | -2.8% |
| 3M | -0.7% | -1.4% | +0.6% | -1.1% |
| 6M | +5.6% | +37.4% | -31.8% | +3.2% |
| YTD | +14.6% | +47.8% | -33.3% | +11.3% |
| 1Y | +15.3% | +174.3% | -159.0% | +7.8% |
| 3Y | +59.1% | +598.5% | -539.4% | +33.2% |
| 5Y | +3.9% | +1,026.2% | -1,022.3% | -18.0% |
| All | +26.4% | +647.2% | -620.7% | -6.6% |
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 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