+164.3%
INTC vs SEI
+560.9%
-396.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.2% | -0.4% | -4.5% |
| 7D | +9.4% | +20.7% | -11.2% | +5.2% |
| 30D | +2.7% | +9.1% | -6.4% | +0.6% |
| 3M | -6.3% | -6.0% | -0.3% | -5.5% |
| 6M | +114.5% | +18.9% | +95.5% | +108.7% |
| YTD | +171.9% | +40.1% | +131.7% | +159.2% |
| 1Y | +305.0% | +120.6% | +184.4% | +270.0% |
| All | +164.3% | +560.9% | -396.6% | +115.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling