+129.1%
NI vs SEI
+644.4%
-515.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.4% |
| 7D | 0.0% | +22.6% | -22.5% | -1.6% |
| 30D | -1.4% | +9.1% | -10.5% | -2.2% |
| 3M | -10.6% | -11.3% | +0.8% | -10.4% |
| 6M | -9.3% | +22.0% | -31.3% | -11.9% |
| YTD | +1.1% | +47.3% | -46.1% | -3.7% |
| 1Y | +3.4% | +124.8% | -121.4% | -5.7% |
| 3Y | +67.9% | +591.3% | -523.4% | +30.8% |
| 5Y | +98.0% | +1,008.2% | -910.3% | +42.7% |
| All | +129.1% | +644.4% | -515.4% | +56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling