+48.6%
JBL vs SEI
+134.3%
-85.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.1% | -0.1% | +3.4% |
| 7D | +2.4% | +22.6% | -20.2% | -4.4% |
| 30D | -13.1% | +9.1% | -22.2% | -15.9% |
| 3M | -15.6% | -11.3% | -4.2% | -14.1% |
| 6M | +24.6% | +22.0% | +2.5% | +14.9% |
| YTD | +39.6% | +47.3% | -7.7% | +20.9% |
| 1Y | +48.6% | +124.8% | -76.2% | +10.2% |
| All | +48.6% | +134.3% | -85.7% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling