+646.6%
SEI vs ESI
+193.0%
+453.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +0.6% | +15.7% | +16.0% |
| 7D | +28.8% | +5.4% | +23.5% | +25.1% |
| 30D | +10.4% | -4.2% | +14.5% | +13.4% |
| 3M | -11.4% | -9.6% | -1.8% | -5.2% |
| 6M | +31.2% | +18.3% | +12.9% | +19.3% |
| YTD | +39.7% | +45.8% | -6.1% | +12.2% |
| 1Y | +149.0% | +39.2% | +109.8% | +106.7% |
| 3Y | +560.2% | +86.3% | +473.9% | +360.0% |
| 5Y | +955.7% | +76.2% | +879.5% | +628.4% |
| All | +646.6% | +193.0% | +453.6% | +230.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ESI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling