+782.3%
SEI vs EXPD
+61.6%
+720.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +3.2% |
| 7D | +10.2% | -1.1% | +11.4% | +10.6% |
| 30D | -1.0% | +4.1% | -5.1% | -2.3% |
| 3M | -27.9% | +17.9% | -45.8% | -31.8% |
| 6M | +10.4% | +29.2% | -18.8% | +0.9% |
| YTD | +20.1% | +27.4% | -7.2% | +9.5% |
| 1Y | +109.7% | +56.8% | +52.9% | +76.9% |
| 3Y | +458.6% | +68.0% | +390.6% | +354.1% |
| All | +782.3% | +61.6% | +720.8% | +603.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling