+575.6%
SEI vs RACE
+439.3%
+136.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -1.5% | +15.8% | +14.9% |
| 7D | -18.3% | +5.1% | -23.4% | -20.2% |
| 30D | -24.4% | +7.7% | -32.1% | -27.1% |
| 3M | +1.5% | +2.2% | -0.6% | -0.2% |
| 6M | -25.1% | +23.8% | -48.9% | -32.8% |
| YTD | +26.4% | +13.9% | +12.5% | +16.4% |
| 1Y | +8.9% | +3.8% | +5.1% | +4.5% |
| 3Y | +586.7% | +28.0% | +558.6% | +465.4% |
| 5Y | +717.9% | +64.9% | +653.0% | +477.0% |
| All | +575.6% | +439.3% | +136.3% | +186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling