+560.2%
SEI vs RBA
+29.1%
+531.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -2.0% | +18.3% | +16.8% |
| 7D | +28.8% | -1.1% | +29.9% | +29.1% |
| 30D | +10.4% | -13.2% | +23.6% | +14.2% |
| 3M | -11.4% | -21.4% | +9.9% | -6.9% |
| 6M | +31.2% | -20.9% | +52.1% | +37.1% |
| YTD | +39.7% | -19.9% | +59.6% | +44.6% |
| 1Y | +149.0% | -28.7% | +177.6% | +169.5% |
| 3Y | +560.2% | +27.4% | +532.8% | +501.8% |
| All | +560.2% | +29.1% | +531.1% | +501.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling