-18.0%
RMD vs SEI
+147.4%
-165.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | -0.5% |
| 7D | -4.2% | +20.7% | -24.8% | -3.1% |
| 30D | -2.1% | +9.1% | -11.2% | -1.4% |
| 3M | +13.8% | -6.0% | +19.8% | +14.3% |
| 6M | -10.6% | +18.9% | -29.6% | -10.5% |
| YTD | -8.1% | +40.1% | -48.2% | -8.7% |
| 1Y | -18.0% | +120.6% | -138.6% | -18.8% |
| All | -18.0% | +147.4% | -165.4% | -18.8% |
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 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