+43.4%
EQX vs SEI
+105.8%
-62.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.4% | -5.8% | -3.0% |
| 7D | -1.4% | +10.2% | -11.6% | -3.2% |
| 30D | +24.4% | -1.0% | +25.4% | +24.1% |
| 3M | +11.6% | -27.9% | +39.5% | +16.6% |
| 6M | -25.0% | +10.4% | -35.4% | -28.3% |
| YTD | -8.4% | +20.1% | -28.5% | -15.5% |
| 1Y | +43.4% | +109.7% | -66.3% | +12.2% |
| All | +43.4% | +105.8% | -62.4% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling