+36.5%
EQIX vs SEI
+999.8%
-963.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.1% | -3.7% | +1.0% |
| 7D | +0.2% | +22.6% | -22.4% | -1.4% |
| 30D | -2.5% | +9.1% | -11.6% | -3.3% |
| 3M | 0.0% | -11.3% | +11.3% | +0.1% |
| 6M | +7.6% | +22.0% | -14.4% | +5.0% |
| YTD | +37.5% | +47.3% | -9.8% | +31.9% |
| 1Y | +32.9% | +124.8% | -91.9% | +23.0% |
| 3Y | +42.8% | +591.3% | -548.5% | +18.2% |
| All | +36.5% | +999.8% | -963.3% | +15.4% |
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