+58.6%
ELF vs SEI
+35.9%
+22.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.0% |
| 7D | +1.6% | +10.5% | -8.9% | +0.7% |
| 30D | +9.1% | -8.0% | +17.1% | +8.9% |
| 3M | +28.2% | +6.7% | +21.4% | +25.0% |
| 6M | +119.5% | -17.0% | +136.6% | +119.3% |
| YTD | +55.2% | +39.7% | +15.5% | +35.3% |
| 1Y | +58.6% | +43.2% | +15.4% | +37.0% |
| All | +58.6% | +35.9% | +22.7% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling