+750.2%
P vs SEI
+539.1%
+211.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +14.3% | -10.7% | +0.2% |
| 7D | -23.8% | -18.3% | -5.5% | -20.1% |
| 30D | -36.6% | -24.4% | -12.2% | -32.5% |
| 3M | +10.9% | +1.5% | +9.3% | +9.8% |
| 6M | +30.0% | -25.1% | +55.1% | +36.7% |
| YTD | +44.4% | +26.4% | +17.9% | +34.6% |
| 1Y | +3.9% | +8.9% | -5.0% | -0.8% |
| 3Y | +176.6% | +586.7% | -410.1% | +67.1% |
| 5Y | +249.3% | +717.9% | -468.6% | +87.2% |
| All | +750.2% | +539.1% | +211.1% | +334.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling