+20.3%
KMB vs SEI
+605.9%
-585.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.1% |
| 7D | +0.9% | +10.5% | -9.5% | +1.0% |
| 30D | +10.1% | -8.0% | +18.1% | +10.1% |
| 3M | 0.0% | +6.7% | -6.7% | +0.1% |
| 6M | +15.7% | -17.0% | +32.7% | +15.9% |
| YTD | +12.6% | +39.7% | -27.0% | +12.2% |
| 1Y | +10.1% | +43.2% | -33.0% | +9.6% |
| 3Y | +2.1% | +676.3% | -674.2% | -4.3% |
| 5Y | -0.7% | +891.0% | -891.7% | -9.7% |
| All | +20.3% | +605.9% | -585.6% | +5.1% |
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