+29.4%
NDAQ vs SEI
+18.6%
+10.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -16.9% | +19.5% | +1.4% |
| 7D | +3.9% | -16.4% | +20.4% | +2.9% |
| 30D | +19.0% | -22.9% | +41.9% | +17.6% |
| 3M | +17.6% | -0.3% | +17.9% | +18.3% |
| 6M | +21.0% | -22.3% | +43.3% | +20.6% |
| YTD | +14.1% | +26.2% | -12.1% | +13.0% |
| 1Y | +29.4% | +8.2% | +21.2% | +28.6% |
| All | +29.4% | +18.6% | +10.9% | +28.6% |
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