+427.6%
NOW vs SEI
+605.9%
-178.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.6% | +1.7% |
| 7D | +0.3% | +10.5% | -10.2% | -0.4% |
| 30D | -27.0% | -8.0% | -18.9% | -26.9% |
| 3M | -19.6% | +6.7% | -26.4% | -21.0% |
| 6M | +17.5% | -17.0% | +34.5% | +16.9% |
| YTD | -33.3% | +39.7% | -72.9% | -38.2% |
| 1Y | -39.8% | +43.2% | -83.0% | -44.6% |
| 3Y | -19.9% | +676.3% | -696.3% | -42.6% |
| 5Y | -26.1% | +891.0% | -917.1% | -49.9% |
| All | +427.6% | +605.9% | -178.3% | +249.0% |
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