-3.0%
RSG vs SEI
+134.3%
-137.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +1.2% |
| 7D | 0.0% | +22.6% | -22.6% | +1.8% |
| 30D | +4.0% | +9.1% | -5.1% | +5.0% |
| 3M | +7.4% | -11.3% | +18.7% | +7.6% |
| 6M | +0.1% | +22.0% | -21.9% | +2.5% |
| YTD | +6.0% | +47.3% | -41.3% | +10.0% |
| 1Y | -3.0% | +124.8% | -127.7% | +0.8% |
| All | -3.0% | +134.3% | -137.2% | +0.8% |
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