+188.2%
RSP vs SEI
+616.9%
-428.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | +0.2% |
| 7D | -0.3% | +12.4% | -12.7% | -1.9% |
| 30D | +4.4% | -18.3% | +22.7% | +5.9% |
| 3M | +1.3% | +10.4% | -9.2% | -1.7% |
| 6M | +10.0% | -12.9% | +22.9% | +8.8% |
| YTD | +17.6% | +41.8% | -24.2% | +7.6% |
| 1Y | +19.2% | +30.3% | -11.1% | +9.8% |
| 3Y | +66.0% | +697.3% | -631.3% | +3.8% |
| 5Y | +50.4% | +877.0% | -826.5% | -14.7% |
| All | +188.2% | +616.9% | -428.7% | +54.3% |
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