+286.5%
RMD vs SEI
+605.9%
-319.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.3% |
| 7D | +2.1% | +10.5% | -8.4% | +1.4% |
| 30D | +2.1% | -8.0% | +10.1% | +2.0% |
| 3M | +6.2% | +6.7% | -0.5% | +4.5% |
| 6M | +19.4% | -17.0% | +36.4% | +18.8% |
| YTD | +0.5% | +39.7% | -39.1% | -5.5% |
| 1Y | -3.9% | +43.2% | -47.1% | -10.2% |
| 3Y | +72.5% | +676.3% | -603.8% | +23.2% |
| 5Y | -1.5% | +891.0% | -892.5% | -34.2% |
| All | +286.5% | +605.9% | -319.4% | +133.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling