+49.6%
ED vs SEI
+692.8%
-643.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | -1.7% | +27.6% | -29.3% | -0.4% |
| 30D | +10.7% | -17.1% | +27.8% | +10.3% |
| 3M | +11.6% | +4.6% | +7.1% | +12.6% |
| 6M | +13.5% | -15.1% | +28.6% | +14.0% |
| YTD | +23.1% | +41.2% | -18.0% | +26.8% |
| 1Y | +23.1% | +37.5% | -14.5% | +26.8% |
| All | +49.6% | +692.8% | -643.2% | +54.8% |
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