+34.7%
EWZ vs SEI
+162.2%
-127.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.8% | -7.2% | -1.9% |
| 7D | -0.1% | +28.2% | -28.3% | -2.4% |
| 30D | +8.2% | +15.5% | -7.3% | +6.4% |
| 3M | +13.3% | -1.4% | +14.7% | +12.3% |
| 6M | +3.6% | +37.4% | -33.8% | -0.9% |
| YTD | +21.0% | +47.8% | -26.9% | +15.2% |
| 1Y | +34.7% | +174.3% | -139.6% | +24.3% |
| All | +34.7% | +162.2% | -127.5% | +24.3% |
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