+6.4%
LVS vs SEI
+999.8%
-993.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.1% |
| 7D | -3.5% | +22.6% | -26.1% | -5.3% |
| 30D | -6.2% | +9.1% | -15.3% | -7.2% |
| 3M | -14.8% | -11.3% | -3.5% | -14.7% |
| 6M | -20.9% | +22.0% | -42.9% | -23.9% |
| YTD | -33.0% | +47.3% | -80.3% | -37.5% |
| 1Y | -20.0% | +124.8% | -144.8% | -29.8% |
| 3Y | -6.9% | +591.3% | -598.2% | -36.4% |
| All | +6.4% | +999.8% | -993.4% | -42.9% |
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