+451.2%
NUE vs SEI
+644.4%
-193.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +0.6% |
| 7D | -0.6% | +22.6% | -23.2% | -4.7% |
| 30D | -4.6% | +9.1% | -13.6% | -6.6% |
| 3M | -0.3% | -11.3% | +11.0% | 0.0% |
| 6M | +51.9% | +22.0% | +29.9% | +41.6% |
| YTD | +60.0% | +47.3% | +12.7% | +41.7% |
| 1Y | +82.9% | +124.8% | -41.9% | +45.5% |
| 3Y | +66.0% | +591.3% | -525.3% | -10.8% |
| 5Y | +149.0% | +1,008.2% | -859.3% | +8.7% |
| All | +451.2% | +644.4% | -193.2% | +135.2% |
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