+32.4%
LNT vs SEI
+950.2%
-917.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | -0.8% |
| 7D | -1.1% | +20.7% | -21.8% | -1.4% |
| 30D | -1.9% | +9.1% | -11.1% | -2.1% |
| 3M | -7.2% | -6.0% | -1.2% | -7.3% |
| 6M | -3.9% | +18.9% | -22.8% | -4.6% |
| YTD | +5.9% | +40.1% | -34.3% | +4.6% |
| 1Y | +8.4% | +120.6% | -112.3% | +5.6% |
| 3Y | +46.6% | +562.1% | -515.5% | +32.7% |
| 5Y | +32.4% | +954.5% | -922.0% | +21.8% |
| All | +32.4% | +950.2% | -917.7% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling