+133.9%
HL vs SEI
+105.8%
+28.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.4% | -5.9% | -3.5% |
| 7D | +1.5% | +10.2% | -8.8% | -1.5% |
| 30D | +25.1% | -1.0% | +26.1% | +24.7% |
| 3M | +22.9% | -27.9% | +50.8% | +33.1% |
| 6M | -4.9% | +10.4% | -15.3% | -11.3% |
| YTD | +7.8% | +20.1% | -12.3% | -3.4% |
| 1Y | +133.9% | +109.7% | +24.2% | +92.6% |
| All | +133.9% | +105.8% | +28.0% | +92.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling