+686.9%
SEI vs INDA
+66.4%
+620.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.4% |
| 7D | +22.6% | -2.7% | +25.3% | +24.9% |
| 30D | +9.1% | -2.8% | +11.9% | +11.2% |
| 3M | -11.3% | +1.6% | -13.0% | -12.6% |
| 6M | +22.0% | -1.4% | +23.4% | +23.2% |
| YTD | +47.3% | -10.1% | +57.4% | +59.0% |
| 1Y | +124.8% | -8.8% | +133.5% | +139.7% |
| 3Y | +591.3% | +7.6% | +583.7% | +548.3% |
| 5Y | +1,008.2% | +5.8% | +1,002.4% | +946.1% |
| All | +686.9% | +66.4% | +620.5% | +439.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling