+97.2%
NI vs SEI
+999.8%
-902.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.3% |
| 7D | 0.0% | +22.6% | -22.5% | -1.2% |
| 30D | -1.4% | +9.1% | -10.5% | -2.0% |
| 3M | -10.6% | -11.3% | +0.8% | -10.5% |
| 6M | -9.3% | +22.0% | -31.3% | -11.3% |
| YTD | +1.1% | +47.3% | -46.1% | -2.6% |
| 1Y | +3.4% | +124.8% | -121.4% | -3.8% |
| 3Y | +67.9% | +591.3% | -523.4% | +37.0% |
| All | +97.2% | +999.8% | -902.7% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling