+1,016.4%
LITE vs SEI
+592.7%
+423.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.4% | +2.3% | +8.2% |
| 7D | -12.9% | -4.3% | -8.6% | -11.6% |
| 30D | -46.0% | -18.0% | -27.9% | -42.5% |
| 3M | -33.0% | +8.2% | -41.3% | -34.1% |
| 6M | -34.0% | -13.9% | -20.2% | -30.5% |
| YTD | +61.7% | +37.0% | +24.7% | +49.6% |
| 1Y | +148.3% | +24.5% | +123.8% | +135.7% |
| 3Y | +1,408.5% | +681.1% | +727.5% | +815.8% |
| 5Y | +546.2% | +787.5% | -241.3% | +259.3% |
| All | +1,016.4% | +592.7% | +423.7% | +488.3% |
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