+648.8%
SEI vs TROW
+114.4%
+534.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.1% |
| 7D | +20.7% | -3.0% | +23.7% | +23.0% |
| 30D | +9.1% | -5.5% | +14.6% | +13.0% |
| 3M | -6.0% | +2.3% | -8.3% | -8.4% |
| 6M | +18.9% | +23.9% | -5.0% | +1.8% |
| YTD | +40.1% | +7.9% | +32.2% | +31.9% |
| 1Y | +120.6% | +6.1% | +114.5% | +110.1% |
| 3Y | +562.1% | +13.8% | +548.3% | +501.5% |
| 5Y | +954.5% | -38.2% | +992.7% | +1,284.6% |
| All | +648.8% | +114.4% | +534.4% | +437.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling