+61.5%
HAS vs SEI
+539.1%
-477.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +14.3% | -14.8% | -2.2% |
| 7D | -0.2% | -18.3% | +18.1% | +1.7% |
| 30D | +31.0% | -24.4% | +55.5% | +34.0% |
| 3M | +30.7% | +1.5% | +29.1% | +27.9% |
| 6M | +23.9% | -25.1% | +49.0% | +24.7% |
| YTD | +48.3% | +26.4% | +21.9% | +37.5% |
| 1Y | +60.2% | +8.9% | +51.3% | +50.9% |
| 3Y | +189.2% | +586.7% | -397.4% | +85.4% |
| 5Y | +50.4% | +717.9% | -667.5% | -11.2% |
| All | +61.5% | +539.1% | -477.6% | -11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling