+146.2%
EXC vs SEI
+608.3%
-462.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.5% | -0.4% |
| 7D | -1.6% | +20.7% | -22.3% | -2.8% |
| 30D | -2.4% | +9.1% | -11.5% | -3.0% |
| 3M | -4.0% | -6.0% | +2.0% | -4.2% |
| 6M | -9.8% | +18.9% | -28.7% | -11.8% |
| YTD | +2.3% | +40.1% | -37.8% | -1.4% |
| 1Y | +3.8% | +120.6% | -116.8% | -3.9% |
| 3Y | +19.7% | +562.1% | -542.4% | -7.7% |
| 5Y | +45.6% | +954.5% | -908.9% | +0.9% |
| All | +146.2% | +608.3% | -462.1% | +55.5% |
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