-40.3%
LULU vs SEI
+134.3%
-174.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.1% | -2.9% | +2.3% |
| 7D | -1.6% | +22.6% | -24.2% | -1.1% |
| 30D | -18.1% | +9.1% | -27.2% | -17.9% |
| 3M | -18.8% | -11.3% | -7.4% | -18.9% |
| 6M | -39.2% | +22.0% | -61.2% | -39.3% |
| YTD | -52.4% | +47.3% | -99.6% | -52.0% |
| 1Y | -40.3% | +124.8% | -165.1% | -44.5% |
| All | -40.3% | +134.3% | -174.6% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling