+90.1%
OKTA vs SEI
+105.8%
-15.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.1% |
| 7D | +2.6% | +10.2% | -7.6% | +2.1% |
| 30D | +16.0% | -1.0% | +17.0% | +15.9% |
| 3M | +38.2% | -27.9% | +66.1% | +39.0% |
| 6M | +137.8% | +10.4% | +127.4% | +129.4% |
| YTD | +97.3% | +20.1% | +77.1% | +87.6% |
| 1Y | +90.1% | +109.7% | -19.6% | +79.8% |
| All | +90.1% | +105.8% | -15.7% | +79.8% |
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