+174.3%
SEI vs EXPD
+56.9%
+117.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +5.7% |
| 7D | +28.2% | +1.2% | +27.1% | +28.0% |
| 30D | +15.5% | +5.2% | +10.3% | +14.8% |
| 3M | -1.4% | +13.2% | -14.6% | -2.7% |
| 6M | +37.4% | +30.3% | +7.1% | +32.8% |
| YTD | +47.8% | +27.0% | +20.8% | +42.8% |
| 1Y | +174.3% | +57.3% | +117.0% | +167.4% |
| All | +174.3% | +56.9% | +117.4% | +167.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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