+955.7%
SEI vs RACE
+92.4%
+863.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -1.0% | +17.3% | +16.6% |
| 7D | +28.8% | -1.0% | +29.9% | +29.2% |
| 30D | +10.4% | -1.5% | +11.9% | +10.6% |
| 3M | -11.4% | +15.5% | -26.9% | -15.4% |
| 6M | +31.2% | +17.3% | +13.9% | +24.1% |
| YTD | +39.7% | +11.1% | +28.6% | +33.7% |
| 1Y | +149.0% | -14.3% | +163.2% | +157.3% |
| 3Y | +560.2% | +40.2% | +520.0% | +459.4% |
| 5Y | +955.7% | +92.6% | +863.1% | +665.0% |
| All | +955.7% | +92.4% | +863.2% | +665.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling