+145.8%
HD vs SEI
+608.3%
-462.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.2% | +3.7% | -1.1% |
| 7D | -3.9% | +20.7% | -24.5% | -5.5% |
| 30D | -13.1% | +9.1% | -22.2% | -14.0% |
| 3M | -3.4% | -6.0% | +2.6% | -3.8% |
| 6M | -12.6% | +18.9% | -31.5% | -15.2% |
| YTD | -9.2% | +40.1% | -49.4% | -13.7% |
| 1Y | -23.9% | +120.6% | -144.6% | -31.3% |
| 3Y | +0.4% | +562.1% | -561.7% | -25.8% |
| 5Y | +4.5% | +954.5% | -949.9% | -31.0% |
| All | +145.8% | +608.3% | -462.5% | +54.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling