+689.9%
SEI vs SSNC
+137.5%
+552.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.4% | +7.2% | +6.4% |
| 7D | +28.2% | -3.9% | +32.1% | +30.0% |
| 30D | +15.5% | -0.2% | +15.7% | +14.9% |
| 3M | -1.4% | +15.9% | -17.3% | -10.6% |
| 6M | +37.4% | +7.5% | +30.0% | +28.4% |
| YTD | +47.8% | -8.2% | +56.0% | +49.2% |
| 1Y | +174.3% | -9.3% | +183.6% | +177.7% |
| 3Y | +598.5% | +48.5% | +550.0% | +456.3% |
| 5Y | +1,026.2% | +16.0% | +1,010.2% | +883.7% |
| All | +689.9% | +137.5% | +552.4% | +395.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 all: compounded portfolio wealth divided by compounded SSNC 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…
all analysis · Full analysis span regression · 6 months rolling