+57.3%
LLY vs SEI
+18.6%
+38.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -16.9% | +17.5% | -0.7% |
| 7D | +10.1% | -16.4% | +26.5% | +8.7% |
| 30D | +24.0% | -22.9% | +46.9% | +22.2% |
| 3M | +27.3% | -0.3% | +27.6% | +28.2% |
| 6M | +47.0% | -22.3% | +69.3% | +47.7% |
| YTD | +32.6% | +26.2% | +6.4% | +37.4% |
| 1Y | +57.3% | +8.2% | +49.1% | +61.3% |
| All | +57.3% | +18.6% | +38.8% | +61.3% |
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