+1,172.1%
LITE vs SEI
+565.5%
+606.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +14.3% | -8.6% | -0.1% |
| 7D | -35.9% | -18.3% | -17.6% | -30.3% |
| 30D | -51.5% | -24.4% | -27.1% | -45.8% |
| 3M | -35.7% | +1.5% | -37.3% | -35.7% |
| 6M | -43.0% | -25.1% | -17.8% | -36.4% |
| YTD | +46.1% | +26.4% | +19.7% | +35.5% |
| 1Y | +124.7% | +8.9% | +115.8% | +118.2% |
| 3Y | +1,172.1% | +586.7% | +585.4% | +817.6% |
| All | +1,172.1% | +565.5% | +606.6% | +817.6% |
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 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