+186.3%
RSP vs SEI
+605.9%
-419.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | +2.4% | +10.5% | -8.1% | +1.1% |
| 30D | +4.3% | -8.0% | +12.3% | +4.3% |
| 3M | -0.3% | +6.7% | -7.1% | -2.8% |
| 6M | +9.8% | -17.0% | +26.8% | +9.3% |
| YTD | +16.8% | +39.7% | -22.8% | +7.0% |
| 1Y | +19.5% | +43.2% | -23.7% | +8.6% |
| 3Y | +65.1% | +676.3% | -611.2% | +3.7% |
| 5Y | +48.7% | +891.0% | -842.3% | -16.0% |
| All | +186.3% | +605.9% | -419.7% | +53.5% |
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