+592.5%
NOW vs SEI
+606.2%
-13.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +16.3% | -21.3% | -6.2% |
| 7D | -6.1% | +28.8% | -34.9% | -8.0% |
| 30D | +7.5% | +10.4% | -2.9% | +6.3% |
| 3M | +17.5% | -11.4% | +29.0% | +17.4% |
| 6M | +7.9% | +31.2% | -23.2% | +2.5% |
| YTD | -12.4% | +39.7% | -52.1% | -18.2% |
| 1Y | -28.6% | +149.0% | -177.5% | -38.3% |
| 3Y | +11.8% | +560.2% | -548.4% | -17.8% |
| 5Y | +2.6% | +955.7% | -953.0% | -30.6% |
| All | +592.5% | +606.2% | -13.7% | +361.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling