+44.6%
GOOG vs SEI
+105.8%
-61.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.5% | -1.4% |
| 7D | -2.1% | +10.2% | -12.4% | -3.1% |
| 30D | -6.8% | -1.0% | -5.8% | -6.9% |
| 3M | -9.1% | -27.9% | +18.8% | -6.3% |
| 6M | +10.7% | +10.4% | +0.3% | +8.0% |
| YTD | +7.1% | +20.1% | -13.1% | +2.8% |
| 1Y | +44.6% | +109.7% | -65.1% | +37.0% |
| All | +44.6% | +105.8% | -61.2% | +37.0% |
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 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