+290.8%
ETR vs SEI
+644.4%
-353.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.1% | -5.5% | -0.8% |
| 7D | -1.8% | +22.6% | -24.4% | -3.5% |
| 30D | -1.8% | +9.1% | -10.8% | -2.7% |
| 3M | -3.6% | -11.3% | +7.8% | -3.4% |
| 6M | +2.6% | +22.0% | -19.4% | -0.4% |
| YTD | +16.0% | +47.3% | -31.3% | +10.3% |
| 1Y | +20.1% | +124.8% | -104.6% | +9.4% |
| 3Y | +143.6% | +591.3% | -447.7% | +90.5% |
| 5Y | +124.4% | +1,008.2% | -883.9% | +62.5% |
| All | +290.8% | +644.4% | -353.6% | +164.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling