+21.3%
EXC vs SEI
+565.9%
-544.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +16.3% | -15.6% | +1.0% |
| 7D | +1.2% | +28.8% | -27.6% | +1.7% |
| 30D | -2.7% | +10.4% | -13.1% | -2.5% |
| 3M | -1.0% | -11.4% | +10.5% | -0.9% |
| 6M | -9.3% | +31.2% | -40.5% | -8.8% |
| YTD | +3.6% | +39.7% | -36.1% | +4.4% |
| 1Y | +5.9% | +149.0% | -143.1% | +7.4% |
| 3Y | +21.3% | +560.2% | -538.9% | +16.3% |
| All | +21.3% | +565.9% | -544.6% | +16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling