+4.9%
ORCL vs SEI
+12.1%
-7.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.4% | -0.4% | +2.4% |
| 7D | +5.3% | +10.2% | -5.0% | +3.2% |
| 30D | +10.0% | -1.0% | +11.0% | +9.7% |
| 3M | -32.6% | -27.9% | -4.7% | -30.2% |
| 6M | +4.9% | +10.4% | -5.5% | +3.2% |
| All | +4.9% | +12.1% | -7.1% | +3.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling