+32.5%
D vs SEI
+592.7%
-560.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.4% | -8.9% | -0.8% |
| 7D | +0.8% | -4.3% | +5.0% | +0.7% |
| 30D | +10.7% | -18.0% | +28.8% | +11.1% |
| 3M | +2.3% | +8.2% | -6.0% | +1.4% |
| 6M | +12.5% | -13.9% | +26.4% | +12.1% |
| YTD | +20.1% | +37.0% | -16.9% | +16.5% |
| 1Y | +15.6% | +24.5% | -8.9% | +12.4% |
| 3Y | +75.2% | +681.1% | -605.9% | +44.3% |
| 5Y | +14.6% | +787.5% | -772.9% | -8.4% |
| All | +32.5% | +592.7% | -560.1% | -2.2% |
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