+149.6%
HD vs SEI
+647.2%
-497.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.8% | -1.5% |
| 7D | -1.8% | +28.2% | -30.0% | -3.9% |
| 30D | -10.8% | +15.5% | -26.3% | -12.1% |
| 3M | -2.7% | -1.4% | -1.3% | -3.4% |
| 6M | -10.3% | +37.4% | -47.7% | -14.1% |
| YTD | -7.8% | +47.8% | -55.6% | -12.7% |
| 1Y | -23.1% | +174.3% | -197.4% | -32.1% |
| 3Y | +2.0% | +598.5% | -596.5% | -25.0% |
| 5Y | +6.2% | +1,026.2% | -1,020.0% | -30.3% |
| All | +149.6% | +647.2% | -497.5% | +56.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling