+10.2%
ORCL vs SEI
+565.5%
-555.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +14.3% | -13.5% | -2.4% |
| 7D | -11.2% | -18.3% | +7.1% | -7.5% |
| 30D | -18.8% | -24.4% | +5.6% | -14.4% |
| 3M | -18.8% | +1.5% | -20.3% | -20.4% |
| 6M | -39.7% | -25.1% | -14.6% | -37.8% |
| YTD | -39.6% | +26.4% | -66.1% | -45.5% |
| 1Y | -51.7% | +8.9% | -60.7% | -55.2% |
| 3Y | +10.2% | +586.7% | -576.4% | -21.4% |
| All | +10.2% | +565.5% | -555.2% | -21.4% |
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