+35.6%
ELV vs SEI
+134.3%
-98.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.5% |
| 7D | +3.2% | +22.6% | -19.4% | +2.8% |
| 30D | +5.4% | +9.1% | -3.7% | +5.2% |
| 3M | +5.4% | -11.3% | +16.7% | +5.2% |
| 6M | +45.7% | +22.0% | +23.7% | +42.9% |
| YTD | +21.2% | +47.3% | -26.1% | +17.9% |
| 1Y | +35.6% | +124.8% | -89.1% | +31.4% |
| All | +35.6% | +134.3% | -98.7% | +31.4% |
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 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