+89.8%
INFY vs SEI
+644.4%
-554.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.6% | +1.1% |
| 7D | -5.4% | +22.6% | -28.0% | -6.8% |
| 30D | -9.9% | +9.1% | -18.9% | -10.6% |
| 3M | -4.6% | -11.3% | +6.8% | -4.5% |
| 6M | -18.5% | +22.0% | -40.5% | -21.3% |
| YTD | -36.5% | +47.3% | -83.8% | -40.1% |
| 1Y | -32.8% | +124.8% | -157.5% | -39.6% |
| 3Y | -32.2% | +591.3% | -623.5% | -49.1% |
| 5Y | -44.7% | +1,008.2% | -1,052.9% | -62.5% |
| All | +89.8% | +644.4% | -554.6% | +23.6% |
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