+65.2%
ETSY vs SEI
+18.6%
+46.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -16.9% | +24.0% | +5.8% |
| 7D | +4.2% | -16.4% | +20.6% | +3.0% |
| 30D | +35.8% | -22.9% | +58.6% | +33.9% |
| 3M | +11.4% | -0.3% | +11.6% | +10.9% |
| 6M | +50.3% | -22.3% | +72.6% | +50.9% |
| YTD | +73.6% | +26.2% | +47.4% | +65.6% |
| 1Y | +65.2% | +8.2% | +56.9% | +56.4% |
| All | +65.2% | +18.6% | +46.6% | +56.4% |
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