+110.3%
EXPE vs SEI
+644.4%
-534.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.1% | -3.7% | +0.6% |
| 7D | -5.8% | +22.6% | -28.4% | -9.2% |
| 30D | -13.6% | +9.1% | -22.7% | -15.4% |
| 3M | +25.2% | -11.3% | +36.5% | +25.0% |
| 6M | +22.3% | +22.0% | +0.3% | +14.0% |
| YTD | -0.3% | +47.3% | -47.6% | -11.3% |
| 1Y | +27.8% | +124.8% | -97.0% | +3.0% |
| 3Y | +162.4% | +591.3% | -428.8% | +47.3% |
| 5Y | +95.8% | +1,008.2% | -912.4% | -10.2% |
| All | +110.3% | +644.4% | -534.1% | -9.4% |
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