+249.8%
INTC vs SEI
+644.4%
-394.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.1% | -2.5% | +1.6% |
| 7D | +7.5% | +22.6% | -15.1% | +3.2% |
| 30D | +2.0% | +9.1% | -7.1% | +0.1% |
| 3M | -12.0% | -11.3% | -0.7% | -10.3% |
| 6M | +114.5% | +22.0% | +92.5% | +106.8% |
| YTD | +179.0% | +47.3% | +131.7% | +160.7% |
| 1Y | +318.3% | +124.8% | +193.5% | +265.2% |
| 3Y | +171.2% | +591.3% | -420.1% | +80.8% |
| 5Y | +107.6% | +1,008.2% | -900.6% | +20.5% |
| All | +249.8% | +644.4% | -394.6% | +100.2% |
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