+686.9%
SEI vs URA
+311.4%
+375.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.3% | +8.4% | +7.2% |
| 7D | +22.6% | -5.5% | +28.1% | +27.3% |
| 30D | +9.1% | -3.7% | +12.8% | +11.5% |
| 3M | -11.3% | -2.9% | -8.4% | -9.0% |
| 6M | +22.0% | -15.2% | +37.3% | +34.4% |
| YTD | +47.3% | +1.9% | +45.4% | +42.8% |
| 1Y | +124.8% | +6.9% | +117.8% | +112.1% |
| 3Y | +591.3% | +99.6% | +491.7% | +339.0% |
| 5Y | +1,008.2% | +101.2% | +907.1% | +548.0% |
| All | +686.9% | +311.4% | +375.5% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling