+230.8%
RDW vs SEI
+594.6%
-363.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.1% | -7.4% | -4.2% |
| 7D | +0.9% | +22.6% | -21.7% | -7.3% |
| 30D | -21.3% | +9.1% | -30.4% | -24.5% |
| 3M | -37.9% | -11.3% | -26.5% | -35.9% |
| 6M | +12.3% | +22.0% | -9.8% | +3.2% |
| YTD | +39.7% | +47.3% | -7.5% | +20.7% |
| 1Y | +25.7% | +124.8% | -99.1% | -5.5% |
| 3Y | +230.8% | +591.3% | -360.4% | +60.2% |
| All | +230.8% | +594.6% | -363.7% | +60.2% |
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