+593.8%
SEI vs EXR
+21.4%
+572.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.5% | +8.3% | +6.1% |
| 7D | +28.2% | -3.1% | +31.3% | +28.7% |
| 30D | +15.5% | -7.5% | +23.0% | +16.6% |
| 3M | -1.4% | -7.5% | +6.1% | -1.0% |
| 6M | +37.4% | -5.2% | +42.6% | +36.7% |
| YTD | +47.8% | +6.5% | +41.3% | +42.8% |
| 1Y | +174.3% | -2.0% | +176.3% | +169.8% |
| All | +593.8% | +21.4% | +572.5% | +552.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling