+14.2%
LQD vs SEI
+594.6%
-580.4%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.1% |
| 7D | -1.1% | +22.6% | -23.7% | -1.3% |
| 30D | -1.3% | +9.1% | -10.4% | -1.4% |
| 3M | -3.2% | -11.3% | +8.1% | -3.2% |
| 6M | -2.1% | +22.0% | -24.2% | -2.4% |
| YTD | -2.4% | +47.3% | -49.6% | -2.8% |
| 1Y | -2.7% | +124.8% | -127.4% | -3.4% |
| 3Y | +14.2% | +591.3% | -577.1% | +11.5% |
| All | +14.2% | +594.6% | -580.4% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling