+189.8%
INTU vs SEI
+613.6%
-423.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | -4.1% | +27.6% | -31.7% | -5.7% |
| 30D | +12.8% | -17.1% | +30.0% | +13.5% |
| 3M | +2.1% | +4.6% | -2.5% | +0.4% |
| 6M | -11.5% | -15.1% | +3.6% | -12.3% |
| YTD | -47.9% | +41.2% | -89.1% | -51.9% |
| 1Y | -47.7% | +37.5% | -85.2% | -51.7% |
| 3Y | -34.0% | +693.7% | -727.6% | -54.7% |
| 5Y | -43.5% | +901.7% | -945.3% | -63.8% |
| All | +189.8% | +613.6% | -423.8% | +78.2% |
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