-8.7%
LVS vs SEI
+647.2%
-655.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.8% | -7.3% | -2.4% |
| 7D | -2.7% | +28.2% | -31.0% | -6.7% |
| 30D | -4.7% | +15.5% | -20.2% | -7.4% |
| 3M | -15.6% | -1.4% | -14.2% | -17.0% |
| 6M | -18.6% | +37.4% | -56.1% | -25.5% |
| YTD | -32.3% | +47.8% | -80.1% | -39.6% |
| 1Y | -18.0% | +174.3% | -192.3% | -36.3% |
| 3Y | -5.8% | +598.5% | -604.3% | -48.0% |
| 5Y | +5.7% | +1,026.2% | -1,020.5% | -52.5% |
| All | -8.7% | +647.2% | -655.8% | -58.8% |
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