-4.6%
RMD vs SEI
+900.4%
-905.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | +0.1% | +27.6% | -27.5% | -0.5% |
| 30D | +1.9% | -17.1% | +19.0% | +2.3% |
| 3M | +6.3% | +4.6% | +1.7% | +5.5% |
| 6M | +18.2% | -15.1% | +33.3% | +18.1% |
| YTD | +0.3% | +41.2% | -40.9% | -3.6% |
| 1Y | -4.3% | +37.5% | -41.8% | -8.0% |
| 3Y | +71.3% | +693.7% | -622.4% | +30.1% |
| All | -4.6% | +900.4% | -905.0% | -30.1% |
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