+162.1%
EQX vs SEI
+594.6%
-432.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +1.1% |
| 7D | -3.2% | +22.6% | -25.8% | -5.3% |
| 30D | +7.8% | +9.1% | -1.3% | +6.5% |
| 3M | +21.3% | -11.3% | +32.7% | +21.6% |
| 6M | -22.4% | +22.0% | -44.4% | -24.8% |
| YTD | -11.3% | +47.3% | -58.6% | -15.9% |
| 1Y | +13.5% | +124.8% | -111.3% | +4.2% |
| 3Y | +162.1% | +591.3% | -429.1% | +101.7% |
| All | +162.1% | +594.6% | -432.4% | +101.7% |
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