+689.9%
SEI vs RACE
+421.5%
+268.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.7% | +6.2% |
| 7D | +28.2% | -2.6% | +30.9% | +29.5% |
| 30D | +15.5% | -1.1% | +16.6% | +15.6% |
| 3M | -1.4% | +12.5% | -13.9% | -6.9% |
| 6M | +37.4% | +17.4% | +20.0% | +26.4% |
| YTD | +47.8% | +10.1% | +37.7% | +38.7% |
| 1Y | +174.3% | -15.1% | +189.4% | +186.0% |
| 3Y | +598.5% | +38.9% | +559.6% | +450.9% |
| 5Y | +1,026.2% | +90.7% | +935.5% | +630.6% |
| All | +689.9% | +421.5% | +268.4% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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