+75.6%
O vs SEI
+644.4%
-568.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -0.4% |
| 7D | -2.9% | +22.6% | -25.4% | -4.2% |
| 30D | -4.5% | +9.1% | -13.6% | -5.3% |
| 3M | -2.6% | -11.3% | +8.7% | -2.5% |
| 6M | -5.6% | +22.0% | -27.6% | -8.2% |
| YTD | +9.3% | +47.3% | -38.0% | +4.3% |
| 1Y | +4.3% | +124.8% | -120.5% | -4.7% |
| 3Y | +27.4% | +591.3% | -563.8% | -3.9% |
| 5Y | +17.1% | +1,008.2% | -991.2% | -21.3% |
| All | +75.6% | +644.4% | -568.8% | +6.7% |
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