+7.8%
EIX vs SEI
+507.3%
-499.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.6% |
| 7D | -19.1% | +10.2% | -29.3% | -19.8% |
| 30D | -16.9% | -1.0% | -15.9% | -17.0% |
| 3M | -20.0% | -27.9% | +7.9% | -18.5% |
| 6M | -21.3% | +10.4% | -31.7% | -23.3% |
| YTD | -1.7% | +20.1% | -21.9% | -5.4% |
| 1Y | +9.6% | +109.7% | -100.2% | -1.2% |
| 3Y | -3.7% | +458.6% | -462.3% | -27.3% |
| 5Y | +22.6% | +775.3% | -752.7% | -15.8% |
| All | +7.8% | +507.3% | -499.4% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling