+5.1%
SLB vs SEI
+647.2%
-642.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.8% | -5.9% | -2.0% |
| 7D | -1.9% | +28.2% | -30.1% | -10.1% |
| 30D | +7.8% | +15.5% | -7.7% | +1.6% |
| 3M | +2.7% | -1.4% | +4.0% | -1.1% |
| 6M | +22.2% | +37.4% | -15.3% | +2.8% |
| YTD | +51.1% | +47.8% | +3.3% | +21.3% |
| 1Y | +63.3% | +174.3% | -111.0% | -0.1% |
| 3Y | +2.4% | +598.5% | -596.1% | -69.2% |
| 5Y | +139.3% | +1,026.2% | -886.9% | -48.2% |
| All | +5.1% | +647.2% | -642.1% | -75.0% |
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