+23.5%
LQD vs SEI
+647.2%
-623.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.8% | -6.0% | -0.2% |
| 7D | 0.0% | +28.2% | -28.3% | -0.3% |
| 30D | -0.2% | +15.5% | -15.7% | -0.4% |
| 3M | -1.7% | -1.4% | -0.3% | -1.8% |
| 6M | -2.7% | +37.4% | -40.1% | -3.1% |
| YTD | -1.4% | +47.8% | -49.2% | -2.0% |
| 1Y | -1.0% | +174.3% | -175.3% | -2.2% |
| 3Y | +15.1% | +598.5% | -583.4% | +11.7% |
| 5Y | -5.2% | +1,026.2% | -1,031.4% | -9.0% |
| All | +23.5% | +647.2% | -623.6% | +17.1% |
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 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