+954.5%
SEI vs EAT
+308.2%
+646.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -5.1% |
| 7D | +20.7% | -6.2% | +26.9% | +22.2% |
| 30D | +9.1% | -3.0% | +12.1% | +9.5% |
| 3M | -6.0% | +45.6% | -51.6% | -14.5% |
| 6M | +18.9% | +53.5% | -34.6% | +5.4% |
| YTD | +40.1% | +49.6% | -9.5% | +24.8% |
| 1Y | +120.6% | +38.9% | +81.7% | +98.6% |
| 3Y | +562.1% | +589.7% | -27.5% | +330.0% |
| 5Y | +954.5% | +318.7% | +635.8% | +607.7% |
| All | +954.5% | +308.2% | +646.3% | +607.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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