+15.0%
EEM vs SEI
+18.6%
-3.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -16.9% | +17.8% | +3.5% |
| 7D | -3.0% | -16.4% | +13.4% | -0.7% |
| 30D | -10.3% | -22.9% | +12.5% | -7.4% |
| 3M | -6.6% | -0.3% | -6.3% | -8.5% |
| 6M | -3.4% | -22.3% | +19.0% | -1.8% |
| YTD | +13.2% | +26.2% | -12.9% | +6.6% |
| 1Y | +15.0% | +8.2% | +6.8% | +9.2% |
| All | +15.0% | +18.6% | -3.6% | +9.2% |
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 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