+954.5%
SEI vs A
-16.6%
+971.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.1% | -4.1% | -4.8% |
| 7D | +20.7% | -4.6% | +25.2% | +22.3% |
| 30D | +9.1% | -4.3% | +13.4% | +10.3% |
| 3M | -6.0% | +8.9% | -14.9% | -9.5% |
| 6M | +18.9% | +24.5% | -5.6% | +7.5% |
| YTD | +40.1% | +5.8% | +34.3% | +35.5% |
| 1Y | +120.6% | +16.2% | +104.4% | +106.4% |
| 3Y | +562.1% | +28.5% | +533.7% | +484.1% |
| 5Y | +954.5% | -16.3% | +970.8% | +707.9% |
| All | +954.5% | -16.6% | +971.0% | +707.9% |
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