+458.8%
NDAQ vs SEI
+605.9%
-147.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.1% |
| 7D | +1.3% | +10.5% | -9.2% | +0.5% |
| 30D | +18.0% | -8.0% | +26.0% | +17.9% |
| 3M | +11.5% | +6.7% | +4.8% | +9.6% |
| 6M | +21.1% | -17.0% | +38.1% | +20.4% |
| YTD | +12.8% | +39.7% | -26.9% | +5.4% |
| 1Y | +25.7% | +43.2% | -17.5% | +16.8% |
| 3Y | +116.8% | +676.3% | -559.5% | +57.2% |
| 5Y | +67.3% | +891.0% | -823.8% | +13.3% |
| All | +458.8% | +605.9% | -147.2% | +254.7% |
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