+78.2%
HBAN vs SEI
+594.6%
-516.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.2% |
| 7D | -1.0% | +22.6% | -23.6% | -3.4% |
| 30D | -5.6% | +9.1% | -14.7% | -6.8% |
| 3M | -1.1% | -11.3% | +10.2% | -0.9% |
| 6M | +9.9% | +22.0% | -12.1% | +5.1% |
| YTD | -0.9% | +47.3% | -48.2% | -8.4% |
| 1Y | -1.4% | +124.8% | -126.2% | -15.4% |
| 3Y | +78.2% | +591.3% | -513.1% | +18.5% |
| All | +78.2% | +594.6% | -516.4% | +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