+8.2%
SEI vs SUI
+1.6%
+6.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +5.2% | -22.1% | -11.0% |
| 7D | -16.4% | +10.0% | -26.5% | -6.1% |
| 30D | -22.9% | +8.4% | -31.3% | -14.4% |
| 3M | -0.3% | +0.7% | -0.9% | +5.8% |
| 6M | -22.3% | -0.9% | -21.4% | -17.0% |
| YTD | +26.2% | +0.6% | +25.5% | +35.2% |
| 1Y | +8.2% | +0.8% | +7.4% | +17.1% |
| All | +8.2% | +1.6% | +6.6% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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