+29.9%
SEI vs TD
+29.9%
0.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.9% | +17.2% | +17.6% |
| 7D | +28.8% | +0.9% | +28.0% | +26.5% |
| 30D | +10.4% | -0.7% | +11.0% | +11.6% |
| 3M | -11.4% | +6.3% | -17.7% | -18.5% |
| All | +29.9% | +29.9% | 0.0% | -11.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling