+109.7%
SEI vs RVTY
+57.1%
+52.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.8% | +3.5% |
| 7D | +10.2% | +1.1% | +9.1% | +10.0% |
| 30D | -1.0% | +13.2% | -14.2% | -3.7% |
| 3M | -27.9% | +27.2% | -55.2% | -32.2% |
| 6M | +10.4% | +32.4% | -22.0% | +2.3% |
| YTD | +20.1% | +34.9% | -14.7% | +9.8% |
| 1Y | +109.7% | +52.4% | +57.4% | +95.2% |
| All | +109.7% | +57.1% | +52.6% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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