+155.4%
P vs SEI
+471.5%
-316.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.4% | -2.1% | +0.6% |
| 7D | +6.5% | +10.2% | -3.7% | +4.0% |
| 30D | +18.8% | -1.0% | +19.9% | +18.7% |
| 3M | +26.7% | -27.9% | +54.7% | +35.2% |
| 6M | +62.2% | +10.4% | +51.8% | +56.7% |
| YTD | +48.5% | +20.1% | +28.4% | +40.6% |
| 1Y | +26.4% | +109.7% | -83.3% | +6.3% |
| All | +155.4% | +471.5% | -316.1% | +81.1% |
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