+124.8%
SEI vs HBM
+97.2%
+27.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.3% |
| 7D | +22.6% | -3.3% | +25.9% | +24.8% |
| 30D | +9.1% | -4.8% | +13.9% | +11.4% |
| 3M | -11.3% | -0.4% | -10.9% | -12.6% |
| 6M | +22.0% | +17.9% | +4.1% | +9.6% |
| YTD | +47.3% | +33.7% | +13.6% | +20.4% |
| 1Y | +124.8% | +95.6% | +29.2% | +51.0% |
| All | +124.8% | +97.2% | +27.6% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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