+46.2%
HAS vs SEI
+565.9%
-519.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +16.3% | -18.7% | -3.4% |
| 7D | -3.1% | +28.8% | -31.9% | -4.8% |
| 30D | -2.7% | +10.4% | -13.1% | -3.5% |
| 3M | +8.9% | -11.4% | +20.3% | +9.3% |
| 6M | -2.9% | +31.2% | -34.1% | -5.6% |
| YTD | +12.6% | +39.7% | -27.1% | +8.6% |
| 1Y | +17.5% | +149.0% | -131.5% | +7.7% |
| 3Y | +46.2% | +560.2% | -514.0% | +18.5% |
| All | +46.2% | +565.9% | -519.7% | +18.5% |
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 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