+901.5%
LITE vs SEI
+770.7%
+130.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.4% | +0.6% | +2.9% |
| 7D | -1.5% | +10.2% | -11.8% | -4.5% |
| 30D | +6.7% | -1.0% | +7.7% | +7.1% |
| 3M | -6.8% | -27.9% | +21.2% | +2.9% |
| 6M | +29.4% | +10.4% | +19.0% | +28.0% |
| YTD | +139.1% | +20.1% | +118.9% | +127.9% |
| 1Y | +521.0% | +109.7% | +411.3% | +419.0% |
| 3Y | +1,535.3% | +458.6% | +1,076.7% | +1,032.8% |
| All | +901.5% | +770.7% | +130.9% | +547.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling