+646.6%
SEI vs EAT
+468.0%
+178.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -3.4% | +19.6% | +17.1% |
| 7D | +28.8% | -4.9% | +33.8% | +30.2% |
| 30D | +10.4% | -1.2% | +11.6% | +10.4% |
| 3M | -11.4% | +52.2% | -63.7% | -20.7% |
| 6M | +31.2% | +65.0% | -33.9% | +13.6% |
| YTD | +39.7% | +55.0% | -15.3% | +22.6% |
| 1Y | +149.0% | +42.1% | +106.9% | +120.8% |
| 3Y | +560.2% | +614.7% | -54.5% | +291.5% |
| 5Y | +955.7% | +322.7% | +632.9% | +573.7% |
| All | +646.6% | +468.0% | +178.6% | +322.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling