+109.7%
SEI vs INDA
-5.0%
+114.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.5% | +3.5% |
| 7D | +10.2% | +0.7% | +9.5% | +9.6% |
| 30D | -1.0% | -0.8% | -0.2% | -0.4% |
| 3M | -27.9% | +3.9% | -31.9% | -30.0% |
| 6M | +10.4% | -0.7% | +11.1% | +9.0% |
| YTD | +20.1% | -7.7% | +27.8% | +24.4% |
| 1Y | +109.7% | -5.1% | +114.8% | +104.6% |
| All | +109.7% | -5.0% | +114.7% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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