+176.6%
P vs SEI
+565.5%
-388.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +14.3% | -10.7% | -0.3% |
| 7D | -23.8% | -18.3% | -5.5% | -19.7% |
| 30D | -36.6% | -24.4% | -12.2% | -32.0% |
| 3M | +10.9% | +1.5% | +9.3% | +9.8% |
| 6M | +30.0% | -25.1% | +55.1% | +37.1% |
| YTD | +44.4% | +26.4% | +17.9% | +34.7% |
| 1Y | +3.9% | +8.9% | -5.0% | -0.8% |
| 3Y | +176.6% | +586.7% | -410.1% | +100.1% |
| All | +176.6% | +565.5% | -388.9% | +100.1% |
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