+124.8%
SEI vs HRB
-6.2%
+130.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.3% |
| 7D | +22.6% | -8.0% | +30.6% | +19.6% |
| 30D | +9.1% | -16.0% | +25.1% | +4.0% |
| 3M | -11.3% | +26.9% | -38.2% | -4.3% |
| 6M | +22.0% | +51.1% | -29.1% | +33.8% |
| YTD | +47.3% | +7.1% | +40.2% | +60.5% |
| 1Y | +124.8% | -9.6% | +134.4% | +143.4% |
| All | +124.8% | -6.2% | +130.9% | +143.4% |
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