+11.0%
NEE vs SEI
+950.2%
-939.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | -0.1% |
| 7D | -1.9% | +20.7% | -22.6% | -2.7% |
| 30D | -3.1% | +9.1% | -12.2% | -3.6% |
| 3M | -2.4% | -6.0% | +3.6% | -2.6% |
| 6M | -8.6% | +18.9% | -27.5% | -9.7% |
| YTD | +4.9% | +40.1% | -35.2% | +2.9% |
| 1Y | +19.4% | +120.6% | -101.3% | +14.8% |
| 3Y | +34.9% | +562.1% | -527.3% | +16.8% |
| 5Y | +11.0% | +954.5% | -943.4% | -2.3% |
| All | +11.0% | +950.2% | -939.1% | -2.3% |
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 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