+32.2%
D vs SEI
+616.9%
-584.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -0.6% |
| 7D | -2.4% | +12.4% | -14.8% | -2.9% |
| 30D | +9.0% | -18.3% | +27.2% | +9.5% |
| 3M | +1.0% | +10.4% | -9.5% | 0.0% |
| 6M | +11.0% | -12.9% | +23.9% | +10.6% |
| YTD | +19.8% | +41.8% | -22.1% | +16.1% |
| 1Y | +16.0% | +30.3% | -14.3% | +12.6% |
| 3Y | +74.4% | +697.3% | -623.0% | +43.6% |
| 5Y | +13.5% | +877.0% | -863.4% | -9.8% |
| All | +32.2% | +616.9% | -584.7% | -2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling