+80.3%
EXE vs SEI
+889.7%
-809.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | +5.3% | +10.5% | -5.1% | +3.8% |
| 30D | -2.2% | -8.0% | +5.8% | -2.0% |
| 3M | -5.9% | +6.7% | -12.6% | -8.6% |
| 6M | -5.7% | -17.0% | +11.3% | -6.1% |
| YTD | -17.8% | +39.7% | -57.5% | -27.1% |
| 1Y | -23.1% | +43.2% | -66.3% | -32.5% |
| 3Y | +21.2% | +676.3% | -655.2% | -43.2% |
| All | +80.3% | +889.7% | -809.5% | -25.9% |
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 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