+101.7%
SBUX vs SEI
+644.4%
-542.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.1% | -5.6% | -1.0% |
| 7D | -5.5% | +22.6% | -28.1% | -7.5% |
| 30D | -8.5% | +9.1% | -17.6% | -9.5% |
| 3M | -2.9% | -11.3% | +8.4% | -2.8% |
| 6M | -1.5% | +22.0% | -23.5% | -5.3% |
| YTD | +19.4% | +47.3% | -27.9% | +11.6% |
| 1Y | +22.9% | +124.8% | -101.8% | +8.4% |
| 3Y | +11.3% | +591.3% | -580.0% | -19.4% |
| 5Y | -6.9% | +1,008.2% | -1,015.1% | -39.7% |
| All | +101.7% | +644.4% | -542.7% | +24.3% |
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