+55.3%
ON vs SEI
+134.3%
-78.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +5.1% | +3.4% | +6.8% |
| 7D | +2.4% | +22.6% | -20.2% | -5.1% |
| 30D | -8.6% | +9.1% | -17.7% | -11.9% |
| 3M | -34.3% | -11.3% | -23.0% | -32.5% |
| 6M | +28.5% | +22.0% | +6.5% | +20.6% |
| YTD | +40.6% | +47.3% | -6.7% | +23.1% |
| 1Y | +55.3% | +124.8% | -69.4% | +13.5% |
| All | +55.3% | +134.3% | -78.9% | +13.5% |
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