+147.5%
HOOD vs SEI
+864.7%
-717.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.7% | -0.7% | +2.8% |
| 7D | -3.2% | +12.4% | -15.7% | -6.1% |
| 30D | -22.6% | -18.3% | -4.3% | -19.8% |
| 3M | -10.4% | +10.4% | -20.8% | -15.3% |
| 6M | +4.7% | -12.9% | +17.6% | +3.5% |
| YTD | -25.2% | +41.8% | -67.0% | -35.6% |
| 1Y | -35.9% | +30.3% | -66.2% | -43.8% |
| 3Y | +927.7% | +697.3% | +230.4% | +426.2% |
| 5Y | +147.5% | +877.0% | -729.4% | +5.5% |
| All | +147.5% | +864.7% | -717.2% | +5.5% |
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