-24.5%
KVUE vs SEI
+933.8%
-958.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | +0.1% |
| 7D | -5.1% | +22.6% | -27.7% | -4.6% |
| 30D | -6.3% | +9.1% | -15.4% | -6.0% |
| 3M | -0.5% | -11.3% | +10.8% | -0.3% |
| 6M | +3.1% | +22.0% | -18.9% | +3.7% |
| YTD | +6.7% | +47.3% | -40.6% | +7.7% |
| 1Y | -1.1% | +124.8% | -125.9% | -0.2% |
| 3Y | -8.7% | +591.3% | -600.0% | -7.2% |
| All | -24.5% | +933.8% | -958.3% | -26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling