-86.1%
OPEN vs SEI
+35.9%
-122.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.6% | -3.5% |
| 7D | -15.0% | +10.5% | -25.5% | -15.8% |
| 30D | -40.2% | -8.0% | -32.2% | -40.1% |
| 3M | -67.4% | +6.7% | -74.1% | -69.1% |
| 6M | -74.0% | -17.0% | -57.0% | -74.1% |
| YTD | -79.6% | +39.7% | -119.3% | -84.8% |
| 1Y | -86.1% | +43.2% | -129.3% | -90.0% |
| All | -86.1% | +35.9% | -122.0% | -90.0% |
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