+147.6%
EXC vs SEI
+507.3%
-359.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.5% | -1.3% |
| 7D | +0.3% | +10.2% | -10.0% | -0.3% |
| 30D | -3.7% | -1.0% | -2.7% | -3.8% |
| 3M | -1.3% | -27.9% | +26.6% | 0.0% |
| 6M | -9.7% | +10.4% | -20.1% | -11.4% |
| YTD | +2.9% | +20.1% | -17.3% | +0.1% |
| 1Y | +4.4% | +109.7% | -105.3% | -3.4% |
| 3Y | +22.2% | +458.6% | -436.4% | -4.7% |
| 5Y | +46.7% | +775.3% | -728.6% | +3.1% |
| All | +147.6% | +507.3% | -359.7% | +57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling