+93.6%
HBAN vs SEI
+647.2%
-553.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.8% | -6.6% | -2.0% |
| 7D | -1.5% | +28.2% | -29.7% | -6.8% |
| 30D | -5.5% | +15.5% | -21.0% | -8.9% |
| 3M | -0.2% | -1.4% | +1.1% | -2.3% |
| 6M | +5.2% | +37.4% | -32.3% | -5.6% |
| YTD | -2.3% | +47.8% | -50.1% | -15.0% |
| 1Y | -2.2% | +174.3% | -176.5% | -28.5% |
| 3Y | +73.8% | +598.5% | -524.6% | -14.5% |
| 5Y | +35.2% | +1,026.2% | -991.0% | -47.7% |
| All | +93.6% | +647.2% | -553.5% | -25.1% |
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