+954.5%
SEI vs EXR
-11.2%
+965.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -5.3% |
| 7D | +20.7% | -3.2% | +23.9% | +21.2% |
| 30D | +9.1% | -6.9% | +16.0% | +10.2% |
| 3M | -6.0% | -7.8% | +1.8% | -5.3% |
| 6M | +18.9% | -4.9% | +23.8% | +18.8% |
| YTD | +40.1% | +7.2% | +33.0% | +36.4% |
| 1Y | +120.6% | -1.5% | +122.1% | +118.1% |
| 3Y | +562.1% | +22.3% | +539.9% | +517.6% |
| 5Y | +954.5% | -10.9% | +965.4% | +918.1% |
| All | +954.5% | -11.2% | +965.7% | +918.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling