+456.3%
RIO vs SEI
+606.2%
-149.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +16.3% | -15.7% | -2.0% |
| 7D | +1.9% | +28.8% | -26.9% | -2.2% |
| 30D | +5.0% | +10.4% | -5.4% | +2.9% |
| 3M | +5.1% | -11.4% | +16.6% | +5.6% |
| 6M | +17.6% | +31.2% | -13.6% | +10.1% |
| YTD | +36.3% | +39.7% | -3.4% | +25.3% |
| 1Y | +71.2% | +149.0% | -77.8% | +41.2% |
| 3Y | +102.7% | +560.2% | -457.5% | +21.7% |
| 5Y | +99.6% | +955.7% | -856.1% | +1.0% |
| All | +456.3% | +606.2% | -149.9% | +168.0% |
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