-4.3%
HAL vs SEI
+644.4%
-648.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -2.7% |
| 7D | -3.3% | +22.6% | -25.9% | -11.6% |
| 30D | +8.2% | +9.1% | -0.9% | +2.9% |
| 3M | -9.4% | -11.3% | +1.9% | -9.5% |
| 6M | +0.6% | +22.0% | -21.4% | -14.6% |
| YTD | +28.6% | +47.3% | -18.7% | -2.4% |
| 1Y | +63.9% | +124.8% | -60.9% | -2.5% |
| 3Y | -7.1% | +591.3% | -598.4% | -78.7% |
| 5Y | +102.3% | +1,008.2% | -905.9% | -69.1% |
| All | -4.3% | +644.4% | -648.7% | -83.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling