+377.4%
NFLX vs SEI
+606.2%
-228.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +16.3% | -18.2% | -3.1% |
| 7D | -5.0% | +28.8% | -33.8% | -7.0% |
| 30D | +3.5% | +10.4% | -6.8% | +2.4% |
| 3M | -7.1% | -11.4% | +4.3% | -7.1% |
| 6M | -22.5% | +31.2% | -53.7% | -25.6% |
| YTD | -18.1% | +39.7% | -57.8% | -22.4% |
| 1Y | -38.3% | +149.0% | -187.3% | -45.5% |
| 3Y | +73.4% | +560.2% | -486.8% | +31.1% |
| 5Y | +26.7% | +955.7% | -929.0% | -11.8% |
| All | +377.4% | +606.2% | -228.8% | +239.4% |
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 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