+35.8%
EQT vs SEI
+560.9%
-525.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.2% | +5.8% | +1.2% |
| 7D | -1.2% | +20.7% | -21.8% | -3.5% |
| 30D | +1.1% | +9.1% | -8.0% | -0.4% |
| 3M | +4.8% | -6.0% | +10.8% | +4.1% |
| 6M | -10.6% | +18.9% | -29.5% | -14.8% |
| YTD | +3.4% | +40.1% | -36.7% | -4.9% |
| 1Y | +8.7% | +120.6% | -112.0% | -8.9% |
| All | +35.8% | +560.9% | -525.1% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling