+7.4%
HD vs SEI
+924.7%
-917.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +16.3% | -18.6% | -2.9% |
| 7D | -1.2% | +28.8% | -30.0% | -2.2% |
| 30D | -11.1% | +10.4% | -21.5% | -11.6% |
| 3M | +2.0% | -11.4% | +13.5% | +2.2% |
| 6M | -10.5% | +31.2% | -41.6% | -12.2% |
| YTD | -6.9% | +39.7% | -46.6% | -9.2% |
| 1Y | -23.2% | +149.0% | -172.2% | -27.6% |
| 3Y | +3.1% | +560.2% | -557.1% | -13.6% |
| 5Y | +7.4% | +955.7% | -948.3% | -13.7% |
| All | +7.4% | +924.7% | -917.3% | -13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling