+194.3%
NOK vs SEI
+594.6%
-400.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.1% | -0.3% | +4.2% |
| 7D | +11.0% | +22.6% | -11.6% | +8.2% |
| 30D | +7.8% | +9.1% | -1.2% | +6.5% |
| 3M | -21.0% | -11.3% | -9.7% | -20.9% |
| 6M | +40.9% | +22.0% | +18.9% | +38.4% |
| YTD | +72.0% | +47.3% | +24.7% | +66.3% |
| 1Y | +140.9% | +124.8% | +16.1% | +126.5% |
| 3Y | +194.3% | +591.3% | -397.0% | +134.7% |
| All | +194.3% | +594.6% | -400.3% | +134.7% |
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