+648.8%
SEI vs RBA
+208.0%
+440.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.0% | -4.2% | -4.9% |
| 7D | +20.7% | -3.3% | +23.9% | +21.9% |
| 30D | +9.1% | -9.8% | +18.9% | +12.4% |
| 3M | -6.0% | -23.5% | +17.5% | +1.3% |
| 6M | +18.9% | -21.5% | +40.5% | +26.8% |
| YTD | +40.1% | -21.2% | +61.3% | +48.3% |
| 1Y | +120.6% | -30.2% | +150.8% | +143.7% |
| 3Y | +562.1% | +25.3% | +536.8% | +484.6% |
| 5Y | +954.5% | +35.1% | +919.4% | +760.9% |
| All | +648.8% | +208.0% | +440.8% | +265.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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