+129.0%
LNT vs SEI
+647.2%
-518.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.8% | -6.9% | -1.3% |
| 7D | +0.2% | +28.2% | -28.1% | -0.9% |
| 30D | -0.5% | +15.5% | -16.0% | -1.2% |
| 3M | -5.5% | -1.4% | -4.1% | -5.9% |
| 6M | -3.8% | +37.4% | -41.2% | -5.9% |
| YTD | +6.8% | +47.8% | -41.0% | +3.8% |
| 1Y | +9.3% | +174.3% | -165.0% | +2.2% |
| 3Y | +47.9% | +598.5% | -550.5% | +24.6% |
| 5Y | +31.6% | +1,026.2% | -994.6% | +4.1% |
| All | +129.0% | +647.2% | -518.2% | +68.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling