+90.0%
RSG vs SEI
+999.8%
-909.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.8% |
| 7D | 0.0% | +22.6% | -22.6% | +0.1% |
| 30D | +4.0% | +9.1% | -5.1% | +4.0% |
| 3M | +7.4% | -11.3% | +18.7% | +7.6% |
| 6M | +0.1% | +22.0% | -21.9% | -0.1% |
| YTD | +6.0% | +47.3% | -41.3% | +5.5% |
| 1Y | -3.0% | +124.8% | -127.7% | -4.6% |
| 3Y | +56.5% | +591.3% | -534.8% | +46.6% |
| All | +90.0% | +999.8% | -909.8% | +80.1% |
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