+803.7%
P vs SEI
+592.7%
+211.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.4% | -2.1% | +4.3% |
| 7D | -9.6% | -4.3% | -5.3% | -8.8% |
| 30D | -33.4% | -18.0% | -15.4% | -30.4% |
| 3M | +14.2% | +8.2% | +6.0% | +11.4% |
| 6M | +31.6% | -13.9% | +45.4% | +34.2% |
| YTD | +53.5% | +37.0% | +16.4% | +40.4% |
| 1Y | +14.2% | +24.5% | -10.3% | +5.8% |
| 3Y | +190.5% | +681.1% | -490.5% | +70.6% |
| 5Y | +256.3% | +787.5% | -531.1% | +87.4% |
| All | +803.7% | +592.7% | +211.0% | +353.6% |
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