+75.3%
O vs SEI
+605.9%
-530.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.7% |
| 7D | -0.4% | +10.5% | -10.8% | -1.0% |
| 30D | +7.1% | -8.0% | +15.1% | +7.1% |
| 3M | -5.2% | +6.7% | -12.0% | -6.5% |
| 6M | -1.8% | -17.0% | +15.3% | -2.1% |
| YTD | +9.1% | +39.7% | -30.6% | +3.7% |
| 1Y | +9.7% | +43.2% | -33.5% | +3.7% |
| 3Y | +39.1% | +676.3% | -637.2% | +2.5% |
| 5Y | +8.4% | +891.0% | -882.7% | -26.5% |
| All | +75.3% | +605.9% | -530.7% | +6.1% |
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