-42.6%
INTU vs SEI
+1,021.5%
-1,064.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.8% | -7.4% | -1.7% |
| 7D | -8.5% | +28.2% | -36.7% | -9.2% |
| 30D | -6.1% | +15.5% | -21.6% | -6.7% |
| 3M | +7.3% | -1.4% | +8.7% | +7.1% |
| 6M | -33.2% | +37.4% | -70.6% | -35.5% |
| YTD | -52.2% | +47.8% | -100.0% | -54.4% |
| 1Y | -52.7% | +174.3% | -227.0% | -57.7% |
| 3Y | -41.6% | +598.5% | -640.1% | -54.3% |
| 5Y | -42.6% | +1,026.2% | -1,068.9% | -53.0% |
| All | -42.6% | +1,021.5% | -1,064.2% | -53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling