+21.7%
ELV vs SEI
+999.8%
-978.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.5% |
| 7D | +2.8% | +22.6% | -19.8% | +2.4% |
| 30D | +4.9% | +9.1% | -4.2% | +4.7% |
| 3M | +4.9% | -11.3% | +16.2% | +4.9% |
| 6M | +45.1% | +22.0% | +23.1% | +44.1% |
| YTD | +20.7% | +47.3% | -26.6% | +19.4% |
| 1Y | +35.0% | +124.8% | -89.7% | +32.7% |
| 3Y | -2.4% | +591.3% | -593.7% | -13.6% |
| All | +21.7% | +999.8% | -978.1% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling