+83.6%
EEM vs SEI
+560.9%
-477.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.2% | +3.0% | -1.7% |
| 7D | -0.7% | +20.7% | -21.3% | -2.5% |
| 30D | +2.4% | +9.1% | -6.7% | +1.3% |
| 3M | +4.2% | -6.0% | +10.2% | +4.0% |
| 6M | +14.8% | +18.9% | -4.2% | +12.5% |
| YTD | +23.1% | +40.1% | -17.0% | +19.1% |
| 1Y | +32.5% | +120.6% | -88.1% | +24.7% |
| All | +83.6% | +560.9% | -477.3% | +57.5% |
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