+52.7%
EFA vs SEI
+999.8%
-947.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | +0.6% |
| 7D | -1.5% | +22.6% | -24.1% | -3.2% |
| 30D | -1.7% | +9.1% | -10.8% | -2.5% |
| 3M | +3.5% | -11.3% | +14.8% | +3.7% |
| 6M | +9.5% | +22.0% | -12.5% | +6.7% |
| YTD | +12.9% | +47.3% | -34.4% | +8.0% |
| 1Y | +18.2% | +124.8% | -106.6% | +9.0% |
| 3Y | +64.8% | +591.3% | -526.4% | +30.2% |
| All | +52.7% | +999.8% | -947.1% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling