+551.0%
SIMO vs SEI
+507.3%
+43.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.4% | +5.3% | +8.1% |
| 7D | +4.2% | +10.2% | -6.0% | +2.5% |
| 30D | +4.1% | -1.0% | +5.1% | +4.2% |
| 3M | -12.9% | -27.9% | +15.1% | -7.8% |
| 6M | +110.3% | +10.4% | +100.0% | +108.0% |
| YTD | +178.6% | +20.1% | +158.4% | +170.1% |
| 1Y | +220.0% | +109.7% | +110.3% | +185.7% |
| 3Y | +409.0% | +458.6% | -49.6% | +279.8% |
| 5Y | +277.3% | +775.3% | -498.0% | +150.3% |
| All | +551.0% | +507.3% | +43.7% | +330.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling