+752.9%
P vs SEI
+647.2%
+105.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.8% | -9.8% | -5.3% |
| 7D | +5.0% | +28.2% | -23.2% | -1.0% |
| 30D | -0.9% | +15.5% | -16.4% | -4.7% |
| 3M | +38.7% | -1.4% | +40.0% | +37.2% |
| 6M | +54.4% | +37.4% | +17.0% | +41.5% |
| YTD | +44.8% | +47.8% | -3.0% | +30.3% |
| 1Y | +22.5% | +174.3% | -151.8% | -4.0% |
| 3Y | +148.2% | +598.5% | -450.2% | +48.7% |
| 5Y | +268.9% | +1,026.2% | -757.3% | +82.3% |
| All | +752.9% | +647.2% | +105.7% | +321.3% |
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