+303.6%
SIMO vs SEI
+924.7%
-621.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +16.3% | -10.1% | +3.1% |
| 7D | +14.6% | +28.8% | -14.2% | +9.3% |
| 30D | +6.2% | +10.4% | -4.1% | +4.1% |
| 3M | +3.6% | -11.4% | +15.0% | +5.1% |
| 6M | +130.8% | +31.2% | +99.6% | +121.8% |
| YTD | +195.8% | +39.7% | +156.0% | +180.2% |
| 1Y | +225.0% | +149.0% | +76.0% | +187.6% |
| 3Y | +452.3% | +560.2% | -107.9% | +348.4% |
| 5Y | +303.6% | +955.7% | -652.1% | +224.3% |
| All | +303.6% | +924.7% | -621.1% | +224.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling