-16.3%
NOW vs SEI
+565.5%
-581.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +14.3% | -14.7% | -0.7% |
| 7D | -3.0% | -18.3% | +15.3% | -2.7% |
| 30D | -26.0% | -24.4% | -1.6% | -25.8% |
| 3M | -13.1% | +1.5% | -14.6% | -13.6% |
| 6M | +14.5% | -25.1% | +39.6% | +15.2% |
| YTD | -33.4% | +26.4% | -59.9% | -37.2% |
| 1Y | -40.6% | +8.9% | -49.6% | -43.2% |
| 3Y | -16.3% | +586.7% | -603.0% | -30.6% |
| All | -16.3% | +565.5% | -581.8% | -30.6% |
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 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