+7.3%
LNT vs SEI
+134.3%
-127.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | +0.1% |
| 7D | -1.0% | +22.6% | -23.6% | -0.7% |
| 30D | -4.2% | +9.1% | -13.3% | -4.1% |
| 3M | -6.7% | -11.3% | +4.7% | -6.9% |
| 6M | -3.6% | +22.0% | -25.6% | -3.2% |
| YTD | +5.9% | +47.3% | -41.4% | +6.8% |
| 1Y | +7.3% | +124.8% | -117.5% | +10.1% |
| All | +7.3% | +134.3% | -127.0% | +10.1% |
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