+113.8%
EOG vs SEI
+644.4%
-530.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -1.5% |
| 7D | +1.5% | +22.6% | -21.1% | -4.8% |
| 30D | +2.9% | +9.1% | -6.1% | -0.7% |
| 3M | +8.7% | -11.3% | +20.1% | +8.6% |
| 6M | +12.9% | +22.0% | -9.1% | -0.4% |
| YTD | +43.8% | +47.3% | -3.4% | +16.3% |
| 1Y | +27.1% | +124.8% | -97.7% | -14.4% |
| 3Y | +25.9% | +591.3% | -565.4% | -59.1% |
| 5Y | +177.9% | +1,008.2% | -830.3% | -34.5% |
| All | +113.8% | +644.4% | -530.6% | -44.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling