+6.0%
LOW vs SEI
+950.2%
-944.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.2% | +4.2% | -0.9% |
| 7D | -2.6% | +20.7% | -23.3% | -3.2% |
| 30D | -11.1% | +9.1% | -20.3% | -11.5% |
| 3M | -8.5% | -6.0% | -2.5% | -8.6% |
| 6M | -20.8% | +18.9% | -39.8% | -22.0% |
| YTD | -17.2% | +40.1% | -57.3% | -19.2% |
| 1Y | -24.7% | +120.6% | -145.4% | -28.3% |
| 3Y | -9.7% | +562.1% | -571.9% | -24.9% |
| 5Y | +6.0% | +954.5% | -948.5% | -18.6% |
| All | +6.0% | +950.2% | -944.2% | -18.6% |
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 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