+91.5%
RIO vs SEI
+999.8%
-908.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | 0.0% |
| 7D | -3.2% | +22.6% | -25.8% | -5.4% |
| 30D | +0.9% | +9.1% | -8.2% | -0.3% |
| 3M | -1.4% | -11.3% | +9.9% | -1.1% |
| 6M | +10.9% | +22.0% | -11.1% | +7.0% |
| YTD | +31.2% | +47.3% | -16.1% | +23.4% |
| 1Y | +67.9% | +124.8% | -56.9% | +50.0% |
| 3Y | +88.8% | +591.3% | -502.5% | +30.9% |
| All | +91.5% | +999.8% | -908.3% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling