+162.9%
RTX vs SEI
+1,021.5%
-858.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.8% | -6.4% | -1.1% |
| 7D | -1.6% | +28.2% | -29.8% | -3.5% |
| 30D | -11.6% | +15.5% | -27.0% | -12.7% |
| 3M | +9.2% | -1.4% | +10.5% | +8.5% |
| 6M | -4.4% | +37.4% | -41.8% | -8.1% |
| YTD | +8.9% | +47.8% | -38.9% | +3.5% |
| 1Y | +32.1% | +174.3% | -142.2% | +17.4% |
| 3Y | +151.2% | +598.5% | -447.2% | +86.4% |
| 5Y | +162.9% | +1,026.2% | -863.3% | +66.4% |
| All | +162.9% | +1,021.5% | -858.6% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling