-48.8%
SE vs SEI
+18.6%
-67.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -16.9% | +21.4% | +5.3% |
| 7D | +6.7% | -16.4% | +23.1% | +7.4% |
| 30D | -17.2% | -22.9% | +5.7% | -16.3% |
| 3M | -28.0% | -0.3% | -27.8% | -28.9% |
| 6M | -6.1% | -22.3% | +16.2% | -5.1% |
| YTD | -37.1% | +26.2% | -63.3% | -42.7% |
| 1Y | -48.8% | +8.2% | -57.0% | -52.2% |
| All | -48.8% | +18.6% | -67.3% | -52.2% |
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