+542.0%
SEI vs A
+188.3%
+353.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.9% | +3.2% |
| 7D | +10.2% | -1.9% | +12.2% | +11.3% |
| 30D | -1.0% | +6.9% | -7.9% | -4.3% |
| 3M | -27.9% | +9.2% | -37.2% | -31.4% |
| 6M | +10.4% | +25.7% | -15.3% | -3.4% |
| YTD | +20.1% | +11.5% | +8.6% | +11.8% |
| 1Y | +109.7% | +18.4% | +91.4% | +89.5% |
| 3Y | +458.6% | +26.6% | +432.0% | +372.5% |
| 5Y | +775.3% | -12.8% | +788.1% | +774.3% |
| All | +542.0% | +188.3% | +353.7% | +227.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling