-30.7%
HDB vs SEI
+597.1%
-627.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.8% | -7.6% | -1.9% |
| 7D | -4.9% | +28.2% | -33.1% | -5.4% |
| 30D | -5.8% | +15.5% | -21.3% | -6.2% |
| 3M | -5.2% | -1.4% | -3.8% | -5.3% |
| 6M | -25.7% | +37.4% | -63.1% | -26.5% |
| YTD | -39.6% | +47.8% | -87.4% | -40.5% |
| 1Y | -36.9% | +174.3% | -211.2% | -39.4% |
| All | -30.7% | +597.1% | -627.8% | -39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling