-47.1%
OPEN vs SEI
+105.8%
-153.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | -0.1% |
| 7D | -4.3% | +10.2% | -14.5% | -6.4% |
| 30D | -16.2% | -1.0% | -15.2% | -16.5% |
| 3M | -36.4% | -27.9% | -8.4% | -32.8% |
| 6M | -35.5% | +10.4% | -45.8% | -39.8% |
| YTD | -46.0% | +20.1% | -66.1% | -51.1% |
| 1Y | -47.1% | +109.7% | -156.9% | -44.9% |
| All | -47.1% | +105.8% | -153.0% | -44.9% |
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