+223.7%
RTX vs SEI
+613.6%
-389.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | +3.4% | +27.6% | -24.2% | -0.1% |
| 30D | +8.4% | -17.1% | +25.5% | +9.9% |
| 3M | -10.7% | +4.6% | -15.2% | -12.8% |
| 6M | +11.7% | -15.1% | +26.8% | +10.6% |
| YTD | +9.3% | +41.2% | -31.8% | -1.2% |
| 1Y | +13.3% | +37.5% | -24.2% | +2.3% |
| 3Y | +156.1% | +693.7% | -537.5% | +47.5% |
| 5Y | +148.5% | +901.7% | -753.2% | +26.1% |
| All | +223.7% | +613.6% | -389.9% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling