+591.3%
SEI vs TRI
-18.9%
+610.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +5.5% |
| 7D | +22.6% | -7.9% | +30.5% | +20.6% |
| 30D | +9.1% | -4.5% | +13.6% | +8.4% |
| 3M | -11.3% | +22.1% | -33.4% | -8.4% |
| 6M | +22.0% | -2.8% | +24.8% | +27.4% |
| YTD | +47.3% | -23.4% | +70.7% | +55.0% |
| 1Y | +124.8% | -41.5% | +166.3% | +146.6% |
| 3Y | +591.3% | -19.2% | +610.5% | +568.6% |
| All | +591.3% | -18.9% | +610.2% | +568.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling