+1,026.2%
SEI vs TXT
+13.4%
+1,012.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.4% | +5.4% | +5.5% |
| 7D | +28.2% | +0.8% | +27.4% | +27.7% |
| 30D | +15.5% | -10.4% | +25.9% | +23.5% |
| 3M | -1.4% | -14.3% | +13.0% | +8.3% |
| 6M | +37.4% | -15.1% | +52.5% | +50.6% |
| YTD | +47.8% | -8.3% | +56.1% | +52.6% |
| 1Y | +174.3% | -0.7% | +175.0% | +169.3% |
| 3Y | +598.5% | +6.0% | +592.5% | +534.5% |
| 5Y | +1,026.2% | +12.5% | +1,013.7% | +866.5% |
| All | +1,026.2% | +13.4% | +1,012.8% | +866.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling