+19.2%
RSP vs SEI
+32.3%
-13.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | +0.7% |
| 7D | -0.3% | +12.4% | -12.7% | -0.6% |
| 30D | +4.4% | -18.3% | +22.7% | +4.8% |
| 3M | +1.3% | +10.4% | -9.2% | +0.5% |
| 6M | +10.0% | -12.9% | +22.9% | +10.1% |
| YTD | +17.6% | +41.8% | -24.2% | +13.0% |
| 1Y | +19.2% | +30.3% | -11.1% | +14.8% |
| All | +19.2% | +32.3% | -13.1% | +14.8% |
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