+95.5%
EXPE vs SEI
+613.6%
-518.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | -4.2% | +27.6% | -31.8% | -7.6% |
| 30D | -4.5% | -17.1% | +12.6% | -3.4% |
| 3M | -19.7% | +4.6% | -24.3% | -22.6% |
| 6M | +18.3% | -15.1% | +33.4% | +15.9% |
| YTD | -7.3% | +41.2% | -48.5% | -18.8% |
| 1Y | -3.9% | +37.5% | -41.4% | -15.8% |
| 3Y | +123.0% | +693.7% | -570.6% | +18.4% |
| 5Y | +47.9% | +901.7% | -853.8% | -31.7% |
| All | +95.5% | +613.6% | -518.1% | -17.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling