+954.5%
SEI vs EXEL
+192.6%
+761.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -4.9% |
| 7D | +20.7% | -2.9% | +23.5% | +21.3% |
| 30D | +9.1% | +11.9% | -2.8% | +6.6% |
| 3M | -6.0% | +9.2% | -15.2% | -7.9% |
| 6M | +18.9% | +39.1% | -20.2% | +10.6% |
| YTD | +40.1% | +31.0% | +9.1% | +31.7% |
| 1Y | +120.6% | +52.3% | +68.3% | +100.6% |
| 3Y | +562.1% | +159.7% | +402.4% | +416.7% |
| 5Y | +954.5% | +187.7% | +766.7% | +628.8% |
| All | +954.5% | +192.6% | +761.9% | +628.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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