+278.4%
HL vs SEI
+647.2%
-368.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.8% | -3.9% | +0.4% |
| 7D | +0.4% | +28.2% | -27.9% | -6.2% |
| 30D | +18.8% | +15.5% | +3.3% | +13.7% |
| 3M | +43.7% | -1.4% | +45.1% | +41.5% |
| 6M | -1.0% | +37.4% | -38.5% | -11.4% |
| YTD | +8.7% | +47.8% | -39.1% | -5.2% |
| 1Y | +105.0% | +174.3% | -69.3% | +51.8% |
| 3Y | +427.3% | +598.5% | -171.2% | +143.4% |
| 5Y | +249.3% | +1,026.2% | -776.9% | +28.4% |
| All | +278.4% | +647.2% | -368.7% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling