+50.7%
LLY vs SEI
+162.2%
-111.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.8% | -5.8% | +0.3% |
| 7D | -3.1% | +28.2% | -31.3% | -1.7% |
| 30D | -8.6% | +15.5% | -24.1% | -7.8% |
| 3M | -1.6% | -1.4% | -0.3% | -0.6% |
| 6M | +11.8% | +37.4% | -25.6% | +15.1% |
| YTD | +5.1% | +47.8% | -42.7% | +7.7% |
| 1Y | +50.7% | +174.3% | -123.6% | +55.1% |
| All | +50.7% | +162.2% | -111.5% | +55.1% |
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