-18.8%
OPEN vs SEI
+565.9%
-584.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +16.3% | -18.8% | -5.1% |
| 7D | +1.0% | +28.8% | -27.9% | -3.3% |
| 30D | -11.9% | +10.4% | -22.3% | -13.7% |
| 3M | -28.8% | -11.4% | -17.3% | -28.6% |
| 6M | -38.6% | +31.2% | -69.8% | -42.5% |
| YTD | -47.3% | +39.7% | -87.1% | -51.3% |
| 1Y | -49.2% | +149.0% | -198.1% | -56.8% |
| 3Y | -18.8% | +560.2% | -579.0% | -55.6% |
| All | -18.8% | +565.9% | -584.7% | -55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling