-48.0%
SE vs SEI
+28.9%
-76.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | -1.5% | +27.6% | -29.1% | -2.9% |
| 30D | -22.3% | -17.1% | -5.2% | -21.8% |
| 3M | -41.8% | +4.6% | -46.4% | -42.6% |
| 6M | -22.4% | -15.1% | -7.3% | -21.8% |
| YTD | -41.6% | +41.2% | -82.8% | -47.3% |
| 1Y | -48.0% | +37.5% | -85.5% | -54.4% |
| All | -48.0% | +28.9% | -76.9% | -54.4% |
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 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