+686.9%
SEI vs HRB
+147.6%
+539.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.0% |
| 7D | +22.6% | -8.0% | +30.6% | +24.3% |
| 30D | +9.1% | -16.0% | +25.1% | +12.5% |
| 3M | -11.3% | +26.9% | -38.2% | -17.9% |
| 6M | +22.0% | +51.1% | -29.1% | +5.4% |
| YTD | +47.3% | +7.1% | +40.2% | +40.5% |
| 1Y | +124.8% | -9.6% | +134.4% | +124.5% |
| 3Y | +591.3% | +25.4% | +565.9% | +494.5% |
| 5Y | +1,008.2% | +114.9% | +893.3% | +652.7% |
| All | +686.9% | +147.6% | +539.3% | +349.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling