+623.6%
SEI vs RACE
+438.8%
+184.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | -10.8% | +0.2% | -11.0% | -11.2% |
| 30D | -19.0% | +6.6% | -25.6% | -21.5% |
| 3M | +5.8% | +2.2% | +3.6% | +4.0% |
| 6M | -14.9% | +22.4% | -37.3% | -23.2% |
| YTD | +35.4% | +13.8% | +21.6% | +24.7% |
| 1Y | +23.9% | +2.2% | +21.7% | +19.7% |
| 3Y | +661.3% | +25.6% | +635.7% | +533.0% |
| 5Y | +822.2% | +71.0% | +751.2% | +537.2% |
| All | +623.6% | +438.8% | +184.8% | +207.0% |
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 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