+593.8%
SEI vs RRC
+31.0%
+562.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +6.0% |
| 7D | +28.2% | -1.7% | +30.0% | +29.4% |
| 30D | +15.5% | +3.6% | +11.9% | +12.9% |
| 3M | -1.4% | +8.8% | -10.2% | -7.9% |
| 6M | +37.4% | +0.8% | +36.6% | +33.2% |
| YTD | +47.8% | +19.0% | +28.9% | +25.6% |
| 1Y | +174.3% | +22.9% | +151.4% | +121.7% |
| All | +593.8% | +31.0% | +562.8% | +440.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling