+109.7%
SEI vs UUUU
+27.9%
+81.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +3.2% |
| 7D | +10.2% | -1.4% | +11.6% | +10.8% |
| 30D | -1.0% | +16.3% | -17.3% | -6.3% |
| 3M | -27.9% | -16.7% | -11.2% | -25.1% |
| 6M | +10.4% | -33.7% | +44.0% | +18.6% |
| YTD | +20.1% | -0.5% | +20.6% | +13.5% |
| 1Y | +109.7% | +28.9% | +80.9% | +124.7% |
| All | +109.7% | +27.9% | +81.8% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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