+60.4%
HCA vs SEI
+594.6%
-534.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.1% | -3.7% | +1.6% |
| 7D | +5.4% | +22.6% | -17.2% | +6.5% |
| 30D | +3.0% | +9.1% | -6.1% | +3.6% |
| 3M | +13.0% | -11.3% | +24.4% | +13.3% |
| 6M | -20.3% | +22.0% | -42.3% | -19.1% |
| YTD | -8.2% | +47.3% | -55.5% | -6.1% |
| 1Y | +6.7% | +124.8% | -118.1% | +11.0% |
| 3Y | +60.4% | +591.3% | -530.9% | +64.2% |
| All | +60.4% | +594.6% | -534.2% | +64.2% |
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 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