+118.0%
NOK vs SEI
+105.8%
+12.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.4% | -0.8% | +1.9% |
| 7D | -1.8% | +10.2% | -12.0% | -3.9% |
| 30D | +4.7% | -1.0% | +5.7% | +4.8% |
| 3M | -39.7% | -27.9% | -11.7% | -36.7% |
| 6M | +23.1% | +10.4% | +12.7% | +26.3% |
| YTD | +55.0% | +20.1% | +34.9% | +56.9% |
| 1Y | +118.0% | +109.7% | +8.3% | +121.2% |
| All | +118.0% | +105.8% | +12.2% | +121.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling