+67.9%
NI vs SEI
+560.9%
-493.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | -0.4% |
| 7D | -0.6% | +20.7% | -21.2% | -1.5% |
| 30D | -1.4% | +9.1% | -10.5% | -1.9% |
| 3M | -10.6% | -6.0% | -4.6% | -10.8% |
| 6M | -9.9% | +18.9% | -28.8% | -11.5% |
| YTD | +1.2% | +40.1% | -39.0% | -1.8% |
| 1Y | +4.4% | +120.6% | -116.2% | -1.8% |
| All | +67.9% | +560.9% | -493.0% | +44.8% |
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