+109.7%
SEI vs HRB
+1.1%
+108.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.0% | +7.4% | +2.2% |
| 7D | +10.2% | -5.7% | +15.9% | +8.3% |
| 30D | -1.0% | +7.9% | -8.9% | +1.6% |
| 3M | -27.9% | +32.1% | -60.0% | -20.4% |
| 6M | +10.4% | +62.2% | -51.8% | +25.2% |
| YTD | +20.1% | +16.4% | +3.7% | +31.8% |
| 1Y | +109.7% | -0.3% | +110.0% | +120.0% |
| All | +109.7% | +1.1% | +108.7% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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