+8.2%
SEI vs XHB
+5.8%
+2.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +5.4% | -22.3% | -17.5% |
| 7D | -16.4% | +9.7% | -26.2% | -18.1% |
| 30D | -22.9% | +11.7% | -34.5% | -24.9% |
| 3M | -0.3% | -1.4% | +1.1% | +2.3% |
| 6M | -22.3% | +6.8% | -29.1% | -23.4% |
| YTD | +26.2% | +5.5% | +20.7% | +22.6% |
| 1Y | +8.2% | +5.1% | +3.1% | +6.0% |
| All | +8.2% | +5.8% | +2.4% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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