-1.3%
EIX vs SEI
+565.9%
-567.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +16.3% | -11.8% | +3.9% |
| 7D | +0.9% | +28.8% | -27.9% | 0.0% |
| 30D | -13.5% | +10.4% | -23.9% | -13.9% |
| 3M | -15.3% | -11.4% | -3.8% | -15.1% |
| 6M | -15.3% | +31.2% | -46.5% | -16.9% |
| YTD | +2.7% | +39.7% | -37.0% | +0.2% |
| 1Y | +17.4% | +149.0% | -131.5% | +10.6% |
| 3Y | -1.3% | +560.2% | -561.5% | -14.4% |
| All | -1.3% | +565.9% | -567.2% | -14.4% |
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 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