+898.9%
SEI vs A
+11.8%
+887.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | +10.5% | -0.5% | +10.9% | +10.7% |
| 30D | -8.0% | 0.0% | -8.0% | -7.6% |
| 3M | +6.7% | +16.7% | -10.0% | +1.1% |
| 6M | -17.0% | +54.8% | -71.9% | -30.4% |
| YTD | +39.7% | +28.8% | +10.9% | +26.4% |
| 1Y | +43.2% | +19.3% | +23.9% | +33.9% |
| 3Y | +676.3% | +65.5% | +610.8% | +526.3% |
| All | +898.9% | +11.8% | +887.1% | +688.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling