+110.1%
NOK vs SEI
+606.2%
-496.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +16.3% | -10.1% | +4.0% |
| 7D | +7.3% | +28.8% | -21.6% | +3.6% |
| 30D | +13.8% | +10.4% | +3.4% | +12.1% |
| 3M | -27.0% | -11.4% | -15.6% | -26.2% |
| 6M | +37.6% | +31.2% | +6.4% | +32.9% |
| YTD | +64.6% | +39.7% | +24.9% | +56.6% |
| 1Y | +132.0% | +149.0% | -16.9% | +104.6% |
| 3Y | +183.7% | +560.2% | -376.5% | +102.8% |
| 5Y | +101.3% | +955.7% | -854.4% | +29.6% |
| All | +110.1% | +606.2% | -496.1% | +31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling