+557.7%
SEI vs SPXU
-79.4%
+637.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.8% | -7.0% | -3.9% |
| 7D | +20.7% | +6.4% | +14.3% | +25.7% |
| 30D | +9.1% | +5.9% | +3.2% | +13.7% |
| 3M | -6.0% | -11.7% | +5.7% | -11.0% |
| 6M | +18.9% | -28.7% | +47.6% | +0.2% |
| YTD | +40.1% | -26.4% | +66.5% | +22.9% |
| 1Y | +120.6% | -35.2% | +155.9% | +84.1% |
| All | +557.7% | -79.4% | +637.2% | +301.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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