+954.7%
SEI vs SPXU
-86.1%
+1,040.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +3.9% |
| 7D | +22.6% | +2.5% | +20.1% | +24.0% |
| 30D | +9.1% | +4.2% | +4.9% | +11.4% |
| 3M | -11.3% | -9.3% | -2.1% | -13.6% |
| 6M | +22.0% | -30.7% | +52.7% | +7.4% |
| YTD | +47.3% | -28.1% | +75.4% | +33.6% |
| 1Y | +124.8% | -35.2% | +160.0% | +99.4% |
| 3Y | +591.3% | -79.9% | +671.2% | +372.2% |
| All | +954.7% | -86.1% | +1,040.8% | +605.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling