+654.3%
SEI vs RBA
+260.5%
+393.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | 0.0% |
| 7D | +27.6% | -0.5% | +28.1% | +27.8% |
| 30D | -17.1% | +6.8% | -24.0% | -19.3% |
| 3M | +4.6% | +9.5% | -4.9% | +0.5% |
| 6M | -15.1% | -8.2% | -6.9% | -14.5% |
| YTD | +41.2% | -7.7% | +48.9% | +41.0% |
| 1Y | +37.5% | -6.9% | +44.4% | +37.0% |
| 3Y | +693.7% | +61.6% | +632.0% | +541.2% |
| 5Y | +901.7% | +44.7% | +857.0% | +710.5% |
| All | +654.3% | +260.5% | +393.9% | +247.2% |
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