-24.4%
KVUE vs SEI
+883.6%
-908.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.2% | +5.4% | +0.1% |
| 7D | -6.1% | +20.7% | -26.8% | -5.6% |
| 30D | -5.6% | +9.1% | -14.7% | -5.3% |
| 3M | -0.3% | -6.0% | +5.7% | -0.1% |
| 6M | +1.4% | +18.9% | -17.6% | +1.9% |
| YTD | +6.7% | +40.1% | -33.4% | +7.6% |
| 1Y | +1.0% | +120.6% | -119.7% | +1.8% |
| 3Y | -5.4% | +562.1% | -567.5% | -4.0% |
| All | -24.4% | +883.6% | -908.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling