+327.1%
NET vs SEI
+453.4%
-126.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.4% | -5.4% | -2.5% |
| 7D | -7.0% | +10.2% | -17.2% | -8.5% |
| 30D | -4.8% | -1.0% | -3.8% | -4.9% |
| 3M | +3.8% | -27.9% | +31.8% | +8.0% |
| 6M | +50.0% | +10.4% | +39.7% | +43.9% |
| YTD | +41.5% | +20.1% | +21.3% | +32.8% |
| 1Y | +32.8% | +109.7% | -76.9% | +13.0% |
| All | +327.1% | +453.4% | -126.4% | +236.4% |
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