0.0%
SHOP vs SEI
+105.8%
-105.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -4.0% | -0.7% |
| 7D | -5.1% | +10.2% | -15.4% | -5.5% |
| 30D | +0.6% | -1.0% | +1.6% | +0.4% |
| 3M | +25.0% | -27.9% | +53.0% | +28.1% |
| 6M | +11.9% | +10.4% | +1.5% | +4.8% |
| YTD | -9.9% | +20.1% | -30.0% | -17.8% |
| 1Y | 0.0% | +109.7% | -109.8% | -17.4% |
| All | 0.0% | +105.8% | -105.9% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling