+124.8%
SEI vs HUBB
+5.5%
+119.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +3.3% |
| 7D | +22.6% | -0.1% | +22.7% | +22.7% |
| 30D | +9.1% | -10.0% | +19.1% | +21.7% |
| 3M | -11.3% | -1.6% | -9.7% | -9.7% |
| 6M | +22.0% | -3.1% | +25.1% | +20.6% |
| YTD | +47.3% | +4.6% | +42.7% | +32.6% |
| 1Y | +124.8% | +3.3% | +121.4% | +98.1% |
| All | +124.8% | +5.5% | +119.2% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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