+176.8%
RSP vs SEI
+647.2%
-470.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.8% | -1.7% |
| 7D | -1.8% | +28.2% | -30.0% | -5.0% |
| 30D | -2.5% | +15.5% | -18.0% | -4.7% |
| 3M | +3.0% | -1.4% | +4.4% | +1.8% |
| 6M | +8.9% | +37.4% | -28.5% | +2.2% |
| YTD | +13.0% | +47.8% | -34.9% | +4.1% |
| 1Y | +16.2% | +174.3% | -158.1% | -3.2% |
| 3Y | +52.7% | +598.5% | -545.8% | -0.8% |
| 5Y | +50.5% | +1,026.2% | -975.7% | -16.1% |
| All | +176.8% | +647.2% | -470.4% | +49.4% |
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