+414.0%
NOW vs SEI
+584.5%
-170.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -3.0% |
| 7D | -8.7% | -10.8% | +2.1% | -8.2% |
| 30D | -29.3% | -19.0% | -10.3% | -28.6% |
| 3M | -21.8% | +5.8% | -27.6% | -23.1% |
| 6M | +9.2% | -14.9% | +24.1% | +8.3% |
| YTD | -35.0% | +35.4% | -70.4% | -39.6% |
| 1Y | -42.5% | +23.9% | -66.4% | -46.2% |
| 3Y | -21.5% | +661.3% | -682.8% | -43.7% |
| 5Y | -25.8% | +822.2% | -848.0% | -49.4% |
| All | +414.0% | +584.5% | -170.5% | +240.7% |
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 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