+955.7%
SEI vs LII
+25.8%
+929.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -1.4% | +17.7% | +16.7% |
| 7D | +28.8% | +2.1% | +26.7% | +27.9% |
| 30D | +10.4% | -12.4% | +22.8% | +14.6% |
| 3M | -11.4% | -24.8% | +13.4% | -4.2% |
| 6M | +31.2% | -25.2% | +56.4% | +41.4% |
| YTD | +39.7% | -20.3% | +60.0% | +47.2% |
| 1Y | +149.0% | -32.9% | +181.9% | +175.6% |
| 3Y | +560.2% | +2.0% | +558.1% | +557.7% |
| 5Y | +955.7% | +24.4% | +931.2% | +880.2% |
| All | +955.7% | +25.8% | +929.9% | +880.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling