+91.1%
EXE vs SEI
+999.8%
-908.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.1% | -7.2% | -2.9% |
| 7D | -3.1% | +22.6% | -25.7% | -6.4% |
| 30D | -0.9% | +9.1% | -10.0% | -2.8% |
| 3M | +9.6% | -11.3% | +20.9% | +9.9% |
| 6M | -11.6% | +22.0% | -33.6% | -17.3% |
| YTD | -12.6% | +47.3% | -59.8% | -22.3% |
| 1Y | +1.2% | +124.8% | -123.6% | -19.4% |
| 3Y | +18.0% | +591.3% | -573.2% | -42.4% |
| All | +91.1% | +999.8% | -908.7% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling