+646.6%
SEI vs LPLA
+802.4%
-155.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -2.5% | +18.8% | +17.7% |
| 7D | +28.8% | -2.1% | +30.9% | +30.0% |
| 30D | +10.4% | -3.3% | +13.7% | +12.1% |
| 3M | -11.4% | +23.5% | -35.0% | -23.1% |
| 6M | +31.2% | +12.0% | +19.2% | +19.6% |
| YTD | +39.7% | -1.7% | +41.4% | +37.0% |
| 1Y | +149.0% | +3.2% | +145.8% | +136.2% |
| 3Y | +560.2% | +46.2% | +514.0% | +417.9% |
| 5Y | +955.7% | +144.9% | +810.8% | +482.2% |
| All | +646.6% | +802.4% | -155.8% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 all: compounded portfolio wealth divided by compounded LPLA 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…
all analysis · Full analysis span regression · 6 months rolling