+954.5%
SEI vs TECH
-42.4%
+996.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.2% |
| 7D | +20.7% | -0.5% | +21.2% | +20.8% |
| 30D | +9.1% | 0.0% | +9.1% | +9.1% |
| 3M | -6.0% | +37.4% | -43.4% | -12.2% |
| 6M | +18.9% | +36.9% | -17.9% | +9.6% |
| YTD | +40.1% | +23.1% | +17.0% | +31.9% |
| 1Y | +120.6% | +42.2% | +78.4% | +101.1% |
| 3Y | +562.1% | +1.9% | +560.2% | +522.3% |
| 5Y | +954.5% | -42.9% | +997.4% | +808.7% |
| All | +954.5% | -42.4% | +996.9% | +808.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling