-6.1%
SLB vs SEI
+616.9%
-623.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.7% | -2.6% | +0.6% |
| 7D | -1.2% | +12.4% | -13.6% | -5.4% |
| 30D | +4.5% | -18.3% | +22.8% | +8.6% |
| 3M | -4.6% | +10.4% | -15.0% | -11.8% |
| 6M | -6.3% | -12.9% | +6.6% | -9.4% |
| YTD | +35.0% | +41.8% | -6.9% | +6.1% |
| 1Y | +38.8% | +30.3% | +8.5% | +11.0% |
| 3Y | +3.3% | +697.3% | -694.1% | -72.0% |
| 5Y | +73.6% | +877.0% | -803.3% | -61.1% |
| All | -6.1% | +616.9% | -623.0% | -78.1% |
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