+39.7%
GOOG vs SEI
+134.3%
-94.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.6% | +1.0% |
| 7D | 0.0% | +22.6% | -22.5% | -2.2% |
| 30D | -2.0% | +9.1% | -11.1% | -3.1% |
| 3M | -5.9% | -11.3% | +5.5% | -4.8% |
| 6M | +8.9% | +22.0% | -13.1% | +4.8% |
| YTD | +7.1% | +47.3% | -40.2% | -0.5% |
| 1Y | +39.7% | +124.8% | -85.1% | +20.5% |
| All | +39.7% | +134.3% | -94.6% | +20.5% |
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