+61.9%
D vs SEI
+565.9%
-504.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +16.3% | -15.7% | +0.6% |
| 7D | +0.8% | +28.8% | -28.1% | +0.8% |
| 30D | -0.7% | +10.4% | -11.1% | -0.7% |
| 3M | +2.1% | -11.4% | +13.5% | +2.1% |
| 6M | +6.8% | +31.2% | -24.4% | +6.7% |
| YTD | +16.5% | +39.7% | -23.2% | +16.3% |
| 1Y | +19.2% | +149.0% | -129.8% | +18.1% |
| 3Y | +61.9% | +560.2% | -498.3% | +53.9% |
| All | +61.9% | +565.9% | -504.0% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling