+228.7%
HL vs SEI
+999.8%
-771.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.1% | -6.3% | -2.2% |
| 7D | -4.4% | +22.6% | -26.9% | -8.6% |
| 30D | +9.3% | +9.1% | +0.2% | +6.7% |
| 3M | +32.0% | -11.3% | +43.3% | +33.1% |
| 6M | -6.4% | +22.0% | -28.5% | -12.2% |
| YTD | +3.1% | +47.3% | -44.1% | -7.2% |
| 1Y | +77.6% | +124.8% | -47.2% | +47.2% |
| 3Y | +392.8% | +591.3% | -198.4% | +160.7% |
| All | +228.7% | +999.8% | -771.1% | +47.3% |
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