+954.7%
SEI vs EQH
+102.2%
+852.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.2% |
| 7D | +22.6% | +0.7% | +21.9% | +21.8% |
| 30D | +9.1% | +2.8% | +6.3% | +6.7% |
| 3M | -11.3% | +23.1% | -34.4% | -24.2% |
| 6M | +22.0% | +41.4% | -19.4% | -6.4% |
| YTD | +47.3% | +14.3% | +33.0% | +30.8% |
| 1Y | +124.8% | +1.6% | +123.2% | +116.2% |
| 3Y | +591.3% | +102.7% | +488.6% | +338.1% |
| All | +954.7% | +102.2% | +852.5% | +510.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling