+4.6%
OMC vs SEI
+134.3%
-129.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | 0.0% |
| 7D | -4.4% | +22.6% | -27.0% | -2.3% |
| 30D | -7.6% | +9.1% | -16.7% | -6.4% |
| 3M | +4.5% | -11.3% | +15.9% | +5.0% |
| 6M | -0.3% | +22.0% | -22.3% | +2.4% |
| YTD | -0.1% | +47.3% | -47.4% | +4.5% |
| 1Y | +4.6% | +124.8% | -120.1% | +19.9% |
| All | +4.6% | +134.3% | -129.6% | +19.9% |
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