+129.4%
LITE vs SEI
+22.6%
+106.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.4% | +2.3% | +5.4% |
| 7D | -12.9% | -4.3% | -8.6% | -11.0% |
| 30D | -46.0% | -18.0% | -27.9% | -39.3% |
| 3M | -33.0% | +8.2% | -41.3% | -36.8% |
| 6M | -34.0% | -13.9% | -20.2% | -29.6% |
| YTD | +61.7% | +37.0% | +24.7% | +25.9% |
| All | +129.4% | +22.6% | +106.8% | +93.8% |
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 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