-8.6%
KMB vs SEI
+565.9%
-574.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +16.3% | -18.2% | -1.3% |
| 7D | -2.7% | +28.8% | -31.6% | -1.6% |
| 30D | -5.0% | +10.4% | -15.4% | -4.5% |
| 3M | +6.6% | -11.4% | +18.0% | +6.7% |
| 6M | +1.0% | +31.2% | -30.2% | +2.4% |
| YTD | +6.0% | +39.7% | -33.8% | +7.8% |
| 1Y | -16.6% | +149.0% | -165.6% | -13.8% |
| 3Y | -8.6% | +560.2% | -568.8% | -5.8% |
| All | -8.6% | +565.9% | -574.5% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling