+13.6%
KMB vs SEI
+18.6%
-4.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -16.9% | +21.1% | +2.4% |
| 7D | +0.4% | -16.4% | +16.8% | -1.2% |
| 30D | +14.0% | -22.9% | +36.9% | +12.1% |
| 3M | -1.3% | -0.3% | -1.0% | -0.7% |
| 6M | +16.7% | -22.3% | +39.0% | +16.4% |
| YTD | +12.0% | +26.2% | -14.2% | +13.7% |
| 1Y | +13.6% | +8.2% | +5.4% | +15.1% |
| All | +13.6% | +18.6% | -4.9% | +15.1% |
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 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