-6.1%
F vs SEI
+35.9%
-42.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.1% |
| 7D | -3.1% | +10.5% | -13.6% | -3.3% |
| 30D | 0.0% | -8.0% | +8.1% | +0.1% |
| 3M | -13.2% | +6.7% | -20.0% | -14.2% |
| 6M | -10.2% | -17.0% | +6.8% | -8.4% |
| YTD | -4.9% | +39.7% | -44.6% | -9.9% |
| 1Y | -6.1% | +43.2% | -49.3% | -11.3% |
| All | -6.1% | +35.9% | -42.0% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling