+9.0%
HCA vs SEI
+18.6%
-9.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -16.9% | +27.2% | +8.7% |
| 7D | +10.2% | -16.4% | +26.7% | +8.7% |
| 30D | +17.4% | -22.9% | +40.3% | +15.4% |
| 3M | +27.7% | -0.3% | +28.0% | +28.5% |
| 6M | +20.0% | -22.3% | +42.3% | +19.9% |
| YTD | +10.0% | +26.2% | -16.2% | +10.5% |
| 1Y | +9.0% | +8.2% | +0.8% | +9.2% |
| All | +9.0% | +18.6% | -9.6% | +9.2% |
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