+92.6%
NDAQ vs SEI
+565.9%
-473.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +16.3% | -18.2% | -2.7% |
| 7D | -2.6% | +28.8% | -31.4% | -3.9% |
| 30D | +0.5% | +10.4% | -9.9% | -0.2% |
| 3M | +9.9% | -11.4% | +21.3% | +10.0% |
| 6M | +8.2% | +31.2% | -23.0% | +4.5% |
| YTD | -1.5% | +39.7% | -41.2% | -5.9% |
| 1Y | +1.3% | +149.0% | -147.7% | -9.3% |
| 3Y | +92.6% | +560.2% | -467.6% | +54.3% |
| All | +92.6% | +565.9% | -473.3% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling