+21.2%
EXE vs SEI
+684.3%
-663.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.9% |
| 7D | +5.3% | +10.5% | -5.1% | +4.7% |
| 30D | -2.2% | -8.0% | +5.8% | -2.1% |
| 3M | -5.9% | +6.7% | -12.6% | -7.0% |
| 6M | -5.7% | -17.0% | +11.3% | -5.7% |
| YTD | -17.8% | +39.7% | -57.5% | -22.2% |
| 1Y | -23.1% | +43.2% | -66.3% | -27.6% |
| 3Y | +21.2% | +676.3% | -655.2% | -10.9% |
| All | +21.2% | +684.3% | -663.1% | -10.9% |
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 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