+120.6%
SEI vs RBA
-30.1%
+150.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.0% | -4.2% | -5.2% |
| 7D | +20.7% | -3.3% | +23.9% | +20.6% |
| 30D | +9.1% | -9.8% | +18.9% | +9.6% |
| 3M | -6.0% | -23.5% | +17.5% | -4.9% |
| 6M | +18.9% | -21.5% | +40.5% | +18.8% |
| YTD | +40.1% | -21.2% | +61.3% | +40.6% |
| 1Y | +120.6% | -30.2% | +150.8% | +139.8% |
| All | +120.6% | -30.1% | +150.8% | +139.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling