+6.9%
EQX vs SEI
-2.0%
+8.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -12.3% | +12.3% | +1.3% |
| 7D | +10.8% | -26.9% | +37.7% | +13.8% |
| 30D | -0.9% | -36.6% | +35.7% | +3.8% |
| 3M | +9.5% | -8.9% | +18.4% | +7.8% |
| 6M | -16.8% | -33.0% | +16.2% | -15.6% |
| YTD | -19.3% | +10.6% | -30.0% | -24.3% |
| 1Y | +6.9% | -4.7% | +11.5% | +2.3% |
| All | +6.9% | -2.0% | +8.8% | +2.3% |
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 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