+4.6%
EXC vs SEI
+35.9%
-31.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.4% | +1.3% |
| 7D | +1.4% | +10.5% | -9.1% | +1.9% |
| 30D | +8.6% | -8.0% | +16.6% | +8.6% |
| 3M | +2.4% | +6.7% | -4.3% | +3.1% |
| 6M | +6.5% | -17.0% | +23.5% | +7.0% |
| YTD | +9.0% | +39.7% | -30.6% | +10.6% |
| 1Y | +4.6% | +43.2% | -38.6% | +6.4% |
| All | +4.6% | +35.9% | -31.3% | +6.4% |
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