-20.8%
KMB vs SEI
+162.2%
-183.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.8% | -9.9% | -3.6% |
| 7D | -8.6% | +28.2% | -36.8% | -6.6% |
| 30D | -7.5% | +15.5% | -23.0% | -6.2% |
| 3M | -0.6% | -1.4% | +0.7% | +0.2% |
| 6M | -1.5% | +37.4% | -39.0% | +1.4% |
| YTD | +1.6% | +47.8% | -46.2% | +5.7% |
| 1Y | -20.8% | +174.3% | -195.1% | -10.4% |
| All | -20.8% | +162.2% | -183.0% | -10.4% |
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