+191.1%
INTU vs SEI
+605.9%
-414.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | +0.1% | +10.5% | -10.4% | -0.6% |
| 30D | +10.1% | -8.0% | +18.1% | +10.0% |
| 3M | -4.2% | +6.7% | -10.9% | -6.0% |
| 6M | -7.2% | -17.0% | +9.8% | -7.9% |
| YTD | -47.7% | +39.7% | -87.4% | -51.7% |
| 1Y | -46.7% | +43.2% | -89.9% | -51.0% |
| 3Y | -34.1% | +676.3% | -710.4% | -54.7% |
| 5Y | -43.3% | +891.0% | -934.3% | -63.6% |
| All | +191.1% | +605.9% | -414.8% | +79.1% |
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