+848.9%
P vs SEI
+605.9%
+243.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.7% |
| 7D | +11.6% | +10.5% | +1.2% | +9.1% |
| 30D | -23.7% | -8.0% | -15.7% | -22.3% |
| 3M | -8.0% | +6.7% | -14.7% | -9.9% |
| 6M | +27.9% | -17.0% | +44.9% | +31.4% |
| YTD | +61.2% | +39.7% | +21.5% | +46.7% |
| 1Y | +28.6% | +43.2% | -14.6% | +15.8% |
| 3Y | +200.5% | +676.3% | -475.9% | +76.6% |
| 5Y | +282.9% | +891.0% | -608.1% | +95.9% |
| All | +848.9% | +605.9% | +243.0% | +374.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling