-7.5%
ELV vs SEI
+597.1%
-604.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.8% | -7.1% | -1.2% |
| 7D | -2.2% | +28.2% | -30.4% | -1.9% |
| 30D | -0.2% | +15.5% | -15.7% | 0.0% |
| 3M | -6.1% | -1.4% | -4.7% | -6.1% |
| 6M | +42.8% | +37.4% | +5.4% | +43.4% |
| YTD | +14.4% | +47.8% | -33.4% | +15.2% |
| 1Y | +28.6% | +174.3% | -145.7% | +32.0% |
| All | -7.5% | +597.1% | -604.7% | -9.5% |
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