+158.2%
HD vs SEI
+507.3%
-349.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | +0.7% |
| 7D | -2.1% | +10.2% | -12.3% | -2.8% |
| 30D | -8.4% | -1.0% | -7.4% | -8.5% |
| 3M | +4.3% | -27.9% | +32.3% | +6.3% |
| 6M | -11.1% | +10.4% | -21.5% | -13.2% |
| YTD | -4.7% | +20.1% | -24.8% | -8.1% |
| 1Y | -19.8% | +109.7% | -129.5% | -27.4% |
| 3Y | +4.1% | +458.6% | -454.5% | -21.9% |
| 5Y | +10.3% | +775.3% | -765.0% | -25.8% |
| All | +158.2% | +507.3% | -349.1% | +65.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling