+21.3%
HDB vs SEI
+644.4%
-623.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.1% | +1.8% | +6.4% |
| 7D | +0.7% | +22.6% | -21.9% | -1.2% |
| 30D | +1.0% | +9.1% | -8.1% | 0.0% |
| 3M | -2.0% | -11.3% | +9.4% | -1.8% |
| 6M | -18.1% | +22.0% | -40.1% | -20.8% |
| YTD | -36.1% | +47.3% | -83.4% | -39.7% |
| 1Y | -34.0% | +124.8% | -158.8% | -41.0% |
| 3Y | -26.7% | +591.3% | -618.0% | -47.0% |
| 5Y | -33.9% | +1,008.2% | -1,042.1% | -58.1% |
| All | +21.3% | +644.4% | -623.1% | -28.8% |
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