+124.8%
SEI vs EQH
+3.9%
+120.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.6% |
| 7D | +22.6% | +0.7% | +21.9% | +22.1% |
| 30D | +9.1% | +2.8% | +6.3% | +7.6% |
| 3M | -11.3% | +23.1% | -34.4% | -19.4% |
| 6M | +22.0% | +41.4% | -19.4% | +2.8% |
| YTD | +47.3% | +14.3% | +33.0% | +37.3% |
| 1Y | +124.8% | +1.6% | +123.2% | +132.7% |
| All | +124.8% | +3.9% | +120.9% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling