+686.9%
SEI vs TECH
+175.3%
+511.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +22.6% | -0.4% | +23.0% | +22.7% |
| 30D | +9.1% | 0.0% | +9.1% | +9.1% |
| 3M | -11.3% | +33.7% | -45.0% | -18.1% |
| 6M | +22.0% | +34.9% | -12.9% | +10.5% |
| YTD | +47.3% | +23.2% | +24.1% | +36.2% |
| 1Y | +124.8% | +36.3% | +88.5% | +102.0% |
| 3Y | +591.3% | +2.3% | +589.0% | +546.9% |
| 5Y | +1,008.2% | -42.9% | +1,051.1% | +1,083.3% |
| All | +686.9% | +175.3% | +511.7% | +341.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling