+379.5%
ON vs SEI
+605.9%
-226.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.6% | -3.3% |
| 7D | +12.2% | +10.5% | +1.8% | +9.5% |
| 30D | -3.1% | -8.0% | +4.9% | -2.2% |
| 3M | -12.9% | +6.7% | -19.6% | -16.3% |
| 6M | -38.6% | -17.0% | -21.6% | -37.4% |
| YTD | +31.2% | +39.7% | -8.4% | +16.0% |
| 1Y | +47.6% | +43.2% | +4.5% | +28.9% |
| 3Y | +6.6% | +676.3% | -669.7% | -49.7% |
| 5Y | +21.3% | +891.0% | -869.8% | -51.3% |
| All | +379.5% | +605.9% | -226.4% | +82.2% |
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