-84.2%
OPEN vs SEI
+1,021.5%
-1,105.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.8% | -8.1% | -3.3% |
| 7D | -2.9% | +28.2% | -31.1% | -7.5% |
| 30D | -13.8% | +15.5% | -29.3% | -16.6% |
| 3M | -30.9% | -1.4% | -29.5% | -32.0% |
| 6M | -40.9% | +37.4% | -78.4% | -45.7% |
| YTD | -48.5% | +47.8% | -96.4% | -53.6% |
| 1Y | -50.9% | +174.3% | -225.2% | -60.6% |
| 3Y | -20.6% | +598.5% | -619.1% | -56.1% |
| 5Y | -84.2% | +1,026.2% | -1,110.4% | -91.5% |
| All | -84.2% | +1,021.5% | -1,105.7% | -91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling