+575.6%
SEI vs SUI
+91.9%
+483.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -1.5% | +15.7% | +14.6% |
| 7D | -18.3% | +6.2% | -24.5% | -19.6% |
| 30D | -24.4% | +8.6% | -33.0% | -26.5% |
| 3M | +1.5% | +1.0% | +0.5% | +0.4% |
| 6M | -25.1% | -2.6% | -22.5% | -26.0% |
| YTD | +26.4% | -0.1% | +26.6% | +24.0% |
| 1Y | +8.9% | +0.5% | +8.5% | +6.7% |
| 3Y | +586.7% | +15.3% | +571.4% | +522.2% |
| 5Y | +717.9% | -26.1% | +744.0% | +756.1% |
| All | +575.6% | +91.9% | +483.8% | +477.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling