+686.9%
SEI vs UUUU
+675.4%
+11.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.0% | +10.1% | +6.4% |
| 7D | +22.6% | -10.5% | +33.1% | +26.1% |
| 30D | +9.1% | -10.5% | +19.6% | +12.0% |
| 3M | -11.3% | -14.1% | +2.8% | -7.7% |
| 6M | +22.0% | -35.5% | +57.5% | +34.5% |
| YTD | +47.3% | -10.9% | +58.2% | +46.4% |
| 1Y | +124.8% | +3.4% | +121.4% | +110.6% |
| 3Y | +591.3% | +73.1% | +518.1% | +429.7% |
| 5Y | +1,008.2% | +87.1% | +921.1% | +677.2% |
| All | +686.9% | +675.4% | +11.5% | +226.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling