+99.3%
HLT vs SEI
+594.6%
-495.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.3% |
| 7D | -1.6% | +22.6% | -24.2% | -2.7% |
| 30D | -5.0% | +9.1% | -14.1% | -5.6% |
| 3M | -10.4% | -11.3% | +0.9% | -10.2% |
| 6M | +3.2% | +22.0% | -18.8% | +1.2% |
| YTD | +6.7% | +47.3% | -40.5% | +3.0% |
| 1Y | +10.3% | +124.8% | -114.5% | +2.4% |
| 3Y | +99.3% | +591.3% | -491.9% | +61.9% |
| All | +99.3% | +594.6% | -495.2% | +61.9% |
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 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