+18.8%
HAS vs SEI
+105.8%
-87.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -3.9% | -0.7% |
| 7D | -1.8% | +10.2% | -12.0% | -2.2% |
| 30D | +2.3% | -1.0% | +3.3% | +2.2% |
| 3M | +10.4% | -27.9% | +38.3% | +12.4% |
| 6M | -3.2% | +10.4% | -13.6% | -3.9% |
| YTD | +15.4% | +20.1% | -4.7% | +13.8% |
| 1Y | +18.8% | +109.7% | -90.9% | +15.0% |
| All | +18.8% | +105.8% | -87.0% | +15.0% |
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