-22.2%
HDB vs SEI
+889.7%
-911.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.5% | +0.5% |
| 7D | +2.7% | +10.5% | -7.7% | +2.5% |
| 30D | +14.1% | -8.0% | +22.2% | +14.1% |
| 3M | +11.8% | +6.7% | +5.1% | +11.1% |
| 6M | +8.2% | -17.0% | +25.2% | +8.2% |
| YTD | -29.3% | +39.7% | -69.0% | -30.9% |
| 1Y | -28.8% | +43.2% | -72.0% | -30.6% |
| 3Y | -7.5% | +676.3% | -683.8% | -20.4% |
| All | -22.2% | +889.7% | -911.9% | -34.9% |
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