+109.7%
SEI vs TD
+64.8%
+44.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.4% | +4.8% | +5.3% |
| 7D | +10.2% | +0.3% | +9.9% | +9.7% |
| 30D | -1.0% | +0.4% | -1.4% | -1.2% |
| 3M | -27.9% | +7.6% | -35.6% | -33.5% |
| 6M | +10.4% | +25.0% | -14.6% | -15.4% |
| YTD | +20.1% | +31.0% | -10.9% | -12.5% |
| 1Y | +109.7% | +65.2% | +44.5% | +19.4% |
| All | +109.7% | +64.8% | +44.9% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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