+877.0%
SEI vs URA
+37.5%
+839.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.5% | +3.3% | +3.7% |
| 7D | +12.4% | +2.9% | +9.5% | +11.0% |
| 30D | -18.3% | -10.8% | -7.4% | -10.7% |
| 3M | +10.4% | -25.5% | +36.0% | +35.0% |
| 6M | -12.9% | -41.2% | +28.3% | +23.8% |
| YTD | +41.8% | -21.3% | +63.1% | +64.1% |
| 1Y | +30.3% | -25.7% | +56.0% | +57.2% |
| 3Y | +697.3% | +43.1% | +654.3% | +550.8% |
| 5Y | +877.0% | +35.6% | +841.4% | +651.8% |
| All | +877.0% | +37.5% | +839.5% | +651.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling