+648.8%
SEI vs THC
+1,339.7%
-690.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.1% | -3.1% | -4.7% |
| 7D | +20.7% | 0.0% | +20.7% | +20.6% |
| 30D | +9.1% | +1.5% | +7.6% | +8.6% |
| 3M | -6.0% | +59.9% | -65.9% | -17.3% |
| 6M | +18.9% | +11.0% | +8.0% | +13.4% |
| YTD | +40.1% | +32.6% | +7.6% | +27.3% |
| 1Y | +120.6% | +37.4% | +83.3% | +98.0% |
| 3Y | +562.1% | +252.5% | +309.6% | +346.9% |
| 5Y | +954.5% | +262.3% | +692.1% | +565.9% |
| All | +648.8% | +1,339.7% | -690.9% | +200.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded THC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling