+413.8%
ON vs SEI
+644.4%
-230.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +5.1% | +3.4% | +7.2% |
| 7D | +2.4% | +22.6% | -20.2% | -3.4% |
| 30D | -8.6% | +9.1% | -17.7% | -11.3% |
| 3M | -34.3% | -11.3% | -23.0% | -33.1% |
| 6M | +28.5% | +22.0% | +6.5% | +20.7% |
| YTD | +40.6% | +47.3% | -6.7% | +24.6% |
| 1Y | +55.3% | +124.8% | -69.4% | +22.7% |
| 3Y | -22.2% | +591.3% | -613.5% | -61.5% |
| 5Y | +62.4% | +1,008.2% | -945.8% | -36.2% |
| All | +413.8% | +644.4% | -230.6% | +95.7% |
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