+13.6%
ED vs SEI
+147.4%
-133.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.5% | -1.0% |
| 7D | -1.9% | +20.7% | -22.5% | -0.5% |
| 30D | +0.1% | +9.1% | -9.0% | +0.9% |
| 3M | 0.0% | -6.0% | +6.0% | +0.2% |
| 6M | -2.5% | +18.9% | -21.4% | -0.2% |
| YTD | +10.1% | +40.1% | -30.0% | +14.9% |
| 1Y | +13.6% | +120.6% | -107.0% | +24.0% |
| All | +13.6% | +147.4% | -133.8% | +24.0% |
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