-49.7%
NRG vs SEI
+18.6%
-68.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -16.9% | +3.4% | -8.7% |
| 7D | -13.7% | -16.4% | +2.7% | -9.2% |
| 30D | -13.6% | -22.9% | +9.3% | -7.7% |
| 3M | -28.5% | -0.3% | -28.2% | -29.6% |
| 6M | -45.8% | -22.3% | -23.4% | -44.0% |
| YTD | -46.9% | +26.2% | -73.1% | -54.0% |
| 1Y | -49.7% | +8.2% | -57.9% | -55.3% |
| All | -49.7% | +18.6% | -68.3% | -55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling