+178.1%
EOG vs SEI
+950.2%
-772.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.2% | +5.5% | +1.2% |
| 7D | +1.0% | +20.7% | -19.6% | -2.4% |
| 30D | +2.8% | +9.1% | -6.3% | +0.7% |
| 3M | +5.9% | -6.0% | +11.9% | +4.8% |
| 6M | +17.1% | +18.9% | -1.9% | +9.2% |
| YTD | +43.9% | +40.1% | +3.8% | +27.7% |
| 1Y | +26.9% | +120.6% | -93.8% | -1.0% |
| 3Y | +23.6% | +562.1% | -538.6% | -43.8% |
| 5Y | +178.1% | +954.5% | -776.3% | -5.3% |
| All | +178.1% | +950.2% | -772.0% | -5.3% |
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