+591.3%
SEI vs XHB
+23.1%
+568.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.3% |
| 7D | +22.6% | -4.6% | +27.2% | +25.1% |
| 30D | +9.1% | -9.1% | +18.2% | +14.0% |
| 3M | -11.3% | -8.6% | -2.8% | -7.9% |
| 6M | +22.0% | -4.0% | +26.0% | +23.2% |
| YTD | +47.3% | -3.9% | +51.2% | +48.4% |
| 1Y | +124.8% | -16.5% | +141.2% | +141.8% |
| 3Y | +591.3% | +22.6% | +568.7% | +481.1% |
| All | +591.3% | +23.1% | +568.2% | +481.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling