+15.3%
D vs SEI
+162.2%
-146.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.8% | -7.5% | -1.5% |
| 7D | -0.4% | +28.2% | -28.7% | +0.2% |
| 30D | -2.1% | +15.5% | -17.6% | -1.7% |
| 3M | -0.7% | -1.4% | +0.6% | -0.6% |
| 6M | +5.6% | +37.4% | -31.8% | +6.1% |
| YTD | +14.6% | +47.8% | -33.3% | +15.6% |
| 1Y | +15.3% | +174.3% | -159.0% | +13.3% |
| All | +15.3% | +162.2% | -146.9% | +13.3% |
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