+70.7%
NFLX vs SEI
+597.1%
-526.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.8% | -1.1% |
| 7D | -8.1% | +28.2% | -36.3% | -8.9% |
| 30D | -0.3% | +15.5% | -15.8% | -0.9% |
| 3M | -6.6% | -1.4% | -5.2% | -6.9% |
| 6M | -22.7% | +37.4% | -60.1% | -24.5% |
| YTD | -18.9% | +47.8% | -66.7% | -21.5% |
| 1Y | -39.8% | +174.3% | -214.1% | -44.8% |
| All | +70.7% | +597.1% | -526.4% | +46.5% |
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