+591.3%
SEI vs HIG
+101.1%
+490.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.1% |
| 7D | +22.6% | -1.5% | +24.0% | +22.6% |
| 30D | +9.1% | -0.4% | +9.4% | +9.0% |
| 3M | -11.3% | +6.7% | -18.0% | -12.7% |
| 6M | +22.0% | +2.0% | +20.1% | +21.1% |
| YTD | +47.3% | +0.3% | +47.0% | +46.3% |
| 1Y | +124.8% | +4.2% | +120.6% | +119.3% |
| 3Y | +591.3% | +102.2% | +489.0% | +390.3% |
| All | +591.3% | +101.1% | +490.1% | +390.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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