+1,426.5%
LITE vs SEI
+692.8%
+733.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | +22.6% | +27.6% | -5.0% | +11.1% |
| 30D | -36.8% | -17.1% | -19.6% | -31.6% |
| 3M | -33.0% | +4.6% | -37.6% | -33.9% |
| 6M | -37.1% | -15.1% | -22.0% | -33.1% |
| YTD | +69.5% | +41.2% | +28.3% | +50.8% |
| 1Y | +146.1% | +37.5% | +108.6% | +121.8% |
| All | +1,426.5% | +692.8% | +733.8% | +947.8% |
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