+153.5%
EXPE vs SEI
+565.9%
-412.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +16.3% | -24.2% | -8.9% |
| 7D | -9.8% | +28.8% | -38.6% | -11.4% |
| 30D | -11.5% | +10.4% | -21.9% | -12.3% |
| 3M | +21.7% | -11.4% | +33.1% | +22.1% |
| 6M | +10.4% | +31.2% | -20.8% | +5.8% |
| YTD | -2.5% | +39.7% | -42.3% | -7.7% |
| 1Y | +27.3% | +149.0% | -121.6% | +11.4% |
| 3Y | +153.5% | +560.2% | -406.7% | +91.0% |
| All | +153.5% | +565.9% | -412.4% | +91.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling