+123.6%
HOOD vs SEI
+735.7%
-612.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -4.0% |
| 7D | -3.8% | +10.5% | -14.2% | -6.0% |
| 30D | -23.0% | -8.0% | -15.0% | -22.5% |
| 3M | -21.6% | +6.7% | -28.4% | -25.0% |
| 6M | +1.4% | -17.0% | +18.5% | +1.6% |
| YTD | -31.2% | +39.7% | -70.8% | -40.1% |
| 1Y | -35.9% | +43.2% | -79.1% | -44.7% |
| 3Y | +836.9% | +676.3% | +160.6% | +408.7% |
| 5Y | +121.1% | +891.0% | -769.9% | +10.4% |
| All | +123.6% | +735.7% | -612.1% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling