+954.7%
SEI vs TD
+125.7%
+829.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.4% |
| 7D | +22.6% | -0.5% | +23.1% | +22.9% |
| 30D | +9.1% | -1.9% | +11.0% | +11.1% |
| 3M | -11.3% | +4.8% | -16.1% | -14.8% |
| 6M | +22.0% | +28.0% | -6.0% | -2.2% |
| YTD | +47.3% | +30.3% | +17.0% | +16.2% |
| 1Y | +124.8% | +59.8% | +65.0% | +47.9% |
| 3Y | +591.3% | +124.7% | +466.6% | +227.5% |
| All | +954.7% | +125.7% | +829.0% | +309.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling