+443.0%
SEI vs EQH
+234.7%
+208.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.8% |
| 3M | -11.3% | +23.1% | -34.4% | -23.9% |
| 6M | +22.0% | +41.4% | -19.4% | -5.5% |
| YTD | +47.3% | +14.3% | +33.0% | +31.0% |
| 1Y | +124.8% | +1.6% | +123.2% | +115.4% |
| 3Y | +591.3% | +102.7% | +488.6% | +329.6% |
| 5Y | +1,008.2% | +104.5% | +903.7% | +561.6% |
| All | +443.0% | +234.7% | +208.3% | +134.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling