+96.9%
PSX vs SEI
+18.6%
+78.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -16.9% | +12.4% | -4.2% |
| 7D | -5.2% | -16.4% | +11.3% | -4.8% |
| 30D | -3.7% | -22.9% | +19.1% | -3.4% |
| 3M | +26.8% | -0.3% | +27.1% | +27.2% |
| 6M | +47.3% | -22.3% | +69.6% | +46.7% |
| YTD | +105.4% | +26.2% | +79.3% | +99.5% |
| 1Y | +96.9% | +8.2% | +88.7% | +94.1% |
| All | +96.9% | +18.6% | +78.4% | +94.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling