+954.7%
SEI vs HRB
+114.1%
+840.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.1% |
| 7D | +22.6% | -8.0% | +30.6% | +22.4% |
| 30D | +9.1% | -16.0% | +25.1% | +8.9% |
| 3M | -11.3% | +26.9% | -38.2% | -12.4% |
| 6M | +22.0% | +51.1% | -29.1% | +17.6% |
| YTD | +47.3% | +7.1% | +40.2% | +48.8% |
| 1Y | +124.8% | -9.6% | +134.4% | +132.4% |
| 3Y | +591.3% | +25.4% | +565.9% | +547.1% |
| All | +954.7% | +114.1% | +840.7% | +759.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling