+17.9%
LMT vs SEI
+105.8%
-87.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.4% | -4.9% | -1.5% |
| 7D | -6.3% | +10.2% | -16.5% | -6.6% |
| 30D | -8.5% | -1.0% | -7.5% | -8.5% |
| 3M | +1.8% | -27.9% | +29.8% | +2.4% |
| 6M | -19.9% | +10.4% | -30.3% | -21.9% |
| YTD | +10.6% | +20.1% | -9.6% | +7.8% |
| 1Y | +17.9% | +109.7% | -91.8% | +12.6% |
| All | +17.9% | +105.8% | -87.9% | +12.6% |
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 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