+178.5%
EXE vs SEI
+487.5%
-309.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.6% | -1.7% |
| 7D | -0.3% | +10.2% | -10.5% | -1.8% |
| 30D | +8.5% | -1.0% | +9.5% | +8.3% |
| 3M | +5.5% | -27.9% | +33.4% | +9.4% |
| 6M | -5.9% | +10.4% | -16.3% | -10.7% |
| YTD | -9.7% | +20.1% | -29.9% | -16.9% |
| 1Y | +3.6% | +109.7% | -106.2% | -17.1% |
| 3Y | +18.0% | +458.6% | -440.6% | -38.5% |
| 5Y | +109.4% | +775.3% | -665.9% | -8.6% |
| All | +178.5% | +487.5% | -309.0% | +30.1% |
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