+591.3%
SEI vs ITOT
+75.8%
+515.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +3.4% |
| 7D | +22.6% | -0.9% | +23.5% | +24.8% |
| 30D | +9.1% | -1.5% | +10.5% | +12.4% |
| 3M | -11.3% | +3.6% | -14.9% | -16.5% |
| 6M | +22.0% | +13.7% | +8.3% | -3.9% |
| YTD | +47.3% | +12.9% | +34.3% | +18.7% |
| 1Y | +124.8% | +17.2% | +107.6% | +71.6% |
| 3Y | +591.3% | +75.6% | +515.6% | +225.2% |
| All | +591.3% | +75.8% | +515.5% | +225.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling