+117.3%
EFA vs SEI
+644.4%
-527.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | +0.4% |
| 7D | -1.5% | +22.6% | -24.1% | -3.8% |
| 30D | -1.7% | +9.1% | -10.8% | -2.9% |
| 3M | +3.5% | -11.3% | +14.8% | +3.8% |
| 6M | +9.5% | +22.0% | -12.5% | +5.5% |
| YTD | +12.9% | +47.3% | -34.4% | +5.9% |
| 1Y | +18.2% | +124.8% | -106.6% | +4.8% |
| 3Y | +64.8% | +591.3% | -526.4% | +17.2% |
| 5Y | +53.9% | +1,008.2% | -954.3% | -2.7% |
| All | +117.3% | +644.4% | -527.1% | +32.4% |
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