+686.9%
SEI vs SPXS
-99.3%
+786.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +4.0% |
| 7D | +22.6% | +2.5% | +20.1% | +23.9% |
| 30D | +9.1% | +4.2% | +4.9% | +11.3% |
| 3M | -11.3% | -9.3% | -2.0% | -13.5% |
| 6M | +22.0% | -30.7% | +52.7% | +8.2% |
| YTD | +47.3% | -28.1% | +75.3% | +34.5% |
| 1Y | +124.8% | -35.1% | +159.8% | +101.0% |
| 3Y | +591.3% | -79.6% | +670.9% | +359.4% |
| 5Y | +1,008.2% | -86.3% | +1,094.5% | +642.4% |
| All | +686.9% | -99.3% | +786.3% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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