+54.2%
RSP vs SEI
+565.9%
-511.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +16.3% | -17.3% | -2.0% |
| 7D | -0.4% | +28.8% | -29.2% | -1.9% |
| 30D | -1.5% | +10.4% | -11.9% | -2.2% |
| 3M | +4.8% | -11.4% | +16.2% | +5.0% |
| 6M | +10.3% | +31.2% | -20.9% | +7.3% |
| YTD | +14.1% | +39.7% | -25.7% | +10.1% |
| 1Y | +17.0% | +149.0% | -132.0% | +7.8% |
| 3Y | +54.2% | +560.2% | -506.0% | +27.0% |
| All | +54.2% | +565.9% | -511.7% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling