+646.3%
SEI vs RRC
+118.1%
+528.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | +10.5% | +6.4% | +4.1% | +7.7% |
| 30D | -8.0% | +23.9% | -31.9% | -16.0% |
| 3M | +6.7% | +30.2% | -23.4% | -4.9% |
| 6M | -17.0% | +26.3% | -43.3% | -26.0% |
| YTD | +39.7% | +48.1% | -8.4% | +15.3% |
| 1Y | +43.2% | +37.7% | +5.5% | +21.3% |
| 3Y | +676.3% | +60.3% | +616.1% | +528.7% |
| 5Y | +891.0% | +135.3% | +755.7% | +572.0% |
| All | +646.3% | +118.1% | +528.2% | +332.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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