+142.1%
GOOG vs SEI
+560.9%
-418.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.2% | +5.8% | +1.1% |
| 7D | -2.5% | +20.7% | -23.2% | -4.5% |
| 30D | -3.6% | +9.1% | -12.7% | -4.8% |
| 3M | -6.4% | -6.0% | -0.4% | -6.7% |
| 6M | +7.8% | +18.9% | -11.2% | +4.3% |
| YTD | +5.5% | +40.1% | -34.6% | -0.4% |
| 1Y | +38.3% | +120.6% | -82.4% | +23.9% |
| All | +142.1% | +560.9% | -418.7% | +79.8% |
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