+648.8%
SEI vs UUUU
+716.2%
-67.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.3% | +1.1% | -3.6% |
| 7D | +20.7% | -5.0% | +25.7% | +22.4% |
| 30D | +9.1% | -7.8% | +16.9% | +11.2% |
| 3M | -6.0% | -0.4% | -5.6% | -5.5% |
| 6M | +18.9% | -32.9% | +51.8% | +29.8% |
| YTD | +40.1% | -6.3% | +46.4% | +37.6% |
| 1Y | +120.6% | +7.9% | +112.7% | +104.6% |
| 3Y | +562.1% | +85.2% | +477.0% | +399.3% |
| 5Y | +954.5% | +97.0% | +857.5% | +630.5% |
| All | +648.8% | +716.2% | -67.4% | +206.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling