+159.3%
SEI vs SUI
-5.4%
+164.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -1.5% | +17.8% | +15.1% |
| 7D | +28.8% | -3.1% | +32.0% | +26.1% |
| 30D | +10.4% | -2.3% | +12.7% | +8.8% |
| 3M | -11.4% | -2.8% | -8.6% | -12.7% |
| 6M | +31.2% | -12.4% | +43.5% | +28.9% |
| YTD | +39.7% | -3.3% | +43.0% | +41.1% |
| All | +159.3% | -5.4% | +164.7% | +156.0% |
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