+151.0%
ELV vs SEI
+606.2%
-455.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +16.3% | -17.7% | -2.5% |
| 7D | -0.3% | +28.8% | -29.1% | -2.1% |
| 30D | +2.0% | +10.4% | -8.4% | +1.1% |
| 3M | -3.5% | -11.4% | +7.9% | -3.4% |
| 6M | +40.2% | +31.2% | +9.0% | +35.7% |
| YTD | +15.8% | +39.7% | -23.9% | +11.1% |
| 1Y | +33.2% | +149.0% | -115.8% | +21.1% |
| 3Y | -6.2% | +560.2% | -566.4% | -29.7% |
| 5Y | +16.4% | +955.7% | -939.3% | -22.5% |
| All | +151.0% | +606.2% | -455.2% | +64.0% |
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 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