+8.2%
SEI vs A
+24.4%
-16.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +1.0% | -17.9% | -17.1% |
| 7D | -16.4% | -2.4% | -14.1% | -16.2% |
| 30D | -22.9% | +3.6% | -26.5% | -23.2% |
| 3M | -0.3% | +27.5% | -27.8% | -3.7% |
| 6M | -22.3% | +58.5% | -80.8% | -30.5% |
| YTD | +26.2% | +31.2% | -5.0% | +29.7% |
| 1Y | +8.2% | +22.2% | -14.0% | +18.2% |
| All | +8.2% | +24.4% | -16.2% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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