+686.9%
SEI vs A
+180.8%
+506.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.7% | +2.4% | +3.9% |
| 7D | +22.6% | -2.6% | +25.2% | +23.8% |
| 30D | +9.1% | -0.9% | +10.0% | +9.1% |
| 3M | -11.3% | +13.6% | -25.0% | -17.3% |
| 6M | +22.0% | +27.8% | -5.8% | +5.5% |
| YTD | +47.3% | +8.6% | +38.6% | +38.4% |
| 1Y | +124.8% | +16.9% | +107.9% | +104.0% |
| 3Y | +591.3% | +32.9% | +558.4% | +469.1% |
| 5Y | +1,008.2% | -14.1% | +1,022.3% | +1,010.1% |
| All | +686.9% | +180.8% | +506.2% | +306.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling