+53.9%
F vs SEI
+770.7%
-716.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -2.0% | +1.0% |
| 7D | +5.3% | +10.2% | -4.9% | +4.0% |
| 30D | +4.6% | -1.0% | +5.6% | +4.5% |
| 3M | -3.7% | -27.9% | +24.3% | -0.5% |
| 6M | +16.8% | +10.4% | +6.4% | +13.0% |
| YTD | +15.3% | +20.1% | -4.8% | +9.4% |
| 1Y | +31.0% | +109.7% | -78.7% | +13.4% |
| 3Y | +45.4% | +458.6% | -413.2% | -9.3% |
| All | +53.9% | +770.7% | -716.7% | -26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling