+154.0%
HPQ vs SEI
+644.4%
-490.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.1% | +3.3% | +7.7% |
| 7D | +9.8% | +22.6% | -12.8% | +6.6% |
| 30D | +22.4% | +9.1% | +13.3% | +20.3% |
| 3M | +45.2% | -11.3% | +56.5% | +45.3% |
| 6M | +96.4% | +22.0% | +74.4% | +85.1% |
| YTD | +65.4% | +47.3% | +18.1% | +49.6% |
| 1Y | +31.6% | +124.8% | -93.2% | +9.8% |
| 3Y | +37.0% | +591.3% | -554.2% | -16.6% |
| 5Y | +53.0% | +1,008.2% | -955.2% | -21.6% |
| All | +154.0% | +644.4% | -490.4% | +25.7% |
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