+8.2%
SEI vs TXT
+9.2%
-1.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | -1.3% | -15.7% | -16.5% |
| 7D | -16.4% | +10.6% | -27.1% | -19.3% |
| 30D | -22.9% | +14.4% | -37.3% | -26.5% |
| 3M | -0.3% | -2.7% | +2.5% | +0.9% |
| 6M | -22.3% | -4.7% | -17.6% | -20.6% |
| YTD | +26.2% | -0.5% | +26.7% | +23.1% |
| 1Y | +8.2% | +8.7% | -0.5% | -4.1% |
| All | +8.2% | +9.2% | -1.0% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling