+169.0%
SHEL vs SEI
+644.4%
-475.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | -0.2% |
| 7D | +4.1% | +22.6% | -18.5% | -0.3% |
| 30D | +8.4% | +9.1% | -0.7% | +5.8% |
| 3M | +13.7% | -11.3% | +25.0% | +14.0% |
| 6M | +12.7% | +22.0% | -9.3% | +4.1% |
| YTD | +35.3% | +47.3% | -12.0% | +18.4% |
| 1Y | +39.4% | +124.8% | -85.4% | +8.1% |
| 3Y | +71.5% | +591.3% | -519.8% | -18.5% |
| 5Y | +195.0% | +1,008.2% | -813.2% | +10.7% |
| All | +169.0% | +644.4% | -475.4% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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