+138.4%
HLT vs SEI
+999.8%
-861.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.4% |
| 7D | -1.6% | +22.6% | -24.2% | -3.4% |
| 30D | -5.0% | +9.1% | -14.1% | -5.9% |
| 3M | -10.4% | -11.3% | +0.9% | -10.1% |
| 6M | +3.2% | +22.0% | -18.8% | -0.1% |
| YTD | +6.7% | +47.3% | -40.5% | +0.9% |
| 1Y | +10.3% | +124.8% | -114.5% | -1.6% |
| 3Y | +99.3% | +591.3% | -491.9% | +41.8% |
| All | +138.4% | +999.8% | -861.4% | +46.1% |
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 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