+1,026.2%
SEI vs URA
+132.7%
+893.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.3% | +7.1% | +6.6% |
| 7D | +28.2% | +5.7% | +22.5% | +24.1% |
| 30D | +15.5% | +5.6% | +9.9% | +11.5% |
| 3M | -1.4% | +6.2% | -7.6% | -4.2% |
| 6M | +37.4% | -8.2% | +45.7% | +43.4% |
| YTD | +47.8% | +9.7% | +38.2% | +37.4% |
| 1Y | +174.3% | +17.0% | +157.3% | +147.1% |
| 3Y | +598.5% | +118.5% | +480.0% | +348.4% |
| 5Y | +1,026.2% | +134.3% | +891.9% | +575.4% |
| All | +1,026.2% | +132.7% | +893.5% | +575.4% |
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 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