+955.7%
SEI vs TMF
-87.6%
+1,043.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.1% | +16.4% | +16.3% |
| 7D | +28.8% | +1.0% | +27.9% | +29.0% |
| 30D | +10.4% | -1.8% | +12.2% | +10.2% |
| 3M | -11.4% | -8.2% | -3.2% | -12.1% |
| 6M | +31.2% | -19.5% | +50.7% | +28.5% |
| YTD | +39.7% | -16.0% | +55.7% | +37.6% |
| 1Y | +149.0% | -22.5% | +171.5% | +143.1% |
| 3Y | +560.2% | -42.3% | +602.5% | +530.8% |
| 5Y | +955.7% | -87.7% | +1,043.4% | +691.4% |
| All | +955.7% | -87.6% | +1,043.3% | +691.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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