+102.6%
EEM vs SEI
+644.4%
-541.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | +0.6% |
| 7D | -1.3% | +22.6% | -23.8% | -3.9% |
| 30D | +2.1% | +9.1% | -7.0% | +0.6% |
| 3M | +1.0% | -11.3% | +12.4% | +1.6% |
| 6M | +15.9% | +22.0% | -6.1% | +11.7% |
| YTD | +24.6% | +47.3% | -22.6% | +16.9% |
| 1Y | +32.3% | +124.8% | -92.5% | +17.1% |
| 3Y | +85.9% | +591.3% | -505.4% | +31.1% |
| 5Y | +45.4% | +1,008.2% | -962.9% | -9.5% |
| All | +102.6% | +644.4% | -541.8% | +23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling