+591.3%
SEI vs ZBRA
+35.9%
+555.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.2% | +4.3% |
| 7D | +22.6% | -3.4% | +26.0% | +24.1% |
| 30D | +9.1% | -7.4% | +16.5% | +12.5% |
| 3M | -11.3% | +57.5% | -68.8% | -30.8% |
| 6M | +22.0% | +64.0% | -42.0% | -7.5% |
| YTD | +47.3% | +44.3% | +3.0% | +17.0% |
| 1Y | +124.8% | +10.9% | +113.9% | +105.6% |
| 3Y | +591.3% | +37.5% | +553.7% | +450.1% |
| All | +591.3% | +35.9% | +555.4% | +450.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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