+1,550.3%
LITE vs SEI
+507.3%
+1,043.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.4% | +0.6% | +3.0% |
| 7D | -1.5% | +10.2% | -11.8% | -4.2% |
| 30D | +6.7% | -1.0% | +7.7% | +7.1% |
| 3M | -6.8% | -27.9% | +21.2% | +2.3% |
| 6M | +29.4% | +10.4% | +19.0% | +27.8% |
| YTD | +139.1% | +20.1% | +118.9% | +128.1% |
| 1Y | +521.0% | +109.7% | +411.3% | +420.2% |
| 3Y | +1,535.3% | +458.6% | +1,076.7% | +963.3% |
| 5Y | +889.8% | +775.3% | +114.6% | +450.7% |
| All | +1,550.3% | +507.3% | +1,043.0% | +797.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling