+686.9%
SEI vs RUN
+72.6%
+614.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.2% |
| 7D | +22.6% | -3.7% | +26.3% | +23.2% |
| 30D | +9.1% | -13.0% | +22.1% | +11.2% |
| 3M | -11.3% | -31.8% | +20.5% | -6.9% |
| 6M | +22.0% | -32.2% | +54.2% | +27.7% |
| YTD | +47.3% | -53.5% | +100.8% | +58.7% |
| 1Y | +124.8% | -46.5% | +171.3% | +137.8% |
| 3Y | +591.3% | -37.6% | +628.9% | +502.8% |
| 5Y | +1,008.2% | -80.9% | +1,089.1% | +990.4% |
| All | +686.9% | +72.6% | +614.4% | +318.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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