+111.9%
HAL vs SEI
+1,021.5%
-909.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.8% | -4.9% | -0.6% |
| 7D | -1.3% | +28.2% | -29.6% | -7.9% |
| 30D | +10.9% | +15.5% | -4.6% | +5.9% |
| 3M | -5.8% | -1.4% | -4.5% | -8.3% |
| 6M | +8.1% | +37.4% | -29.3% | -5.5% |
| YTD | +33.2% | +47.8% | -14.6% | +11.9% |
| 1Y | +74.2% | +174.3% | -100.1% | +16.1% |
| 3Y | -3.7% | +598.5% | -602.2% | -66.0% |
| 5Y | +111.9% | +1,026.2% | -914.3% | -48.6% |
| All | +111.9% | +1,021.5% | -909.7% | -48.6% |
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