+124.8%
SEI vs EXR
-0.7%
+125.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +5.4% |
| 7D | +22.6% | -1.2% | +23.7% | +22.1% |
| 30D | +9.1% | -6.2% | +15.3% | +6.8% |
| 3M | -11.3% | -7.4% | -3.9% | -13.1% |
| 6M | +22.0% | -0.5% | +22.6% | +17.3% |
| YTD | +47.3% | +8.1% | +39.2% | +45.0% |
| 1Y | +124.8% | -2.9% | +127.6% | +108.7% |
| All | +124.8% | -0.7% | +125.4% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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