+477.1%
SEI vs LII
+6.0%
+471.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.3% | +3.0% |
| 7D | +10.2% | -0.7% | +11.0% | +10.5% |
| 30D | -1.0% | -12.6% | +11.6% | +3.9% |
| 3M | -27.9% | -24.4% | -3.5% | -20.7% |
| 6M | +10.4% | -28.7% | +39.1% | +23.3% |
| YTD | +20.1% | -19.1% | +39.3% | +26.9% |
| 1Y | +109.7% | -29.7% | +139.4% | +133.9% |
| All | +477.1% | +6.0% | +471.1% | +459.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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