+250.7%
HOOD vs SEI
+618.9%
-368.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.4% | -5.5% | -2.9% |
| 7D | +17.1% | +10.2% | +6.9% | +14.3% |
| 30D | +31.6% | -1.0% | +32.6% | +31.3% |
| 3M | +38.2% | -27.9% | +66.2% | +47.4% |
| 6M | +48.5% | +10.4% | +38.1% | +41.1% |
| YTD | +8.0% | +20.1% | -12.2% | 0.0% |
| 1Y | +18.7% | +109.7% | -91.1% | -4.9% |
| 3Y | +999.1% | +458.6% | +540.5% | +557.1% |
| 5Y | +181.7% | +775.3% | -593.6% | +53.6% |
| All | +250.7% | +618.9% | -368.2% | +58.8% |
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 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