+139.2%
SLB vs SEI
+924.7%
-785.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +16.3% | -17.0% | -4.2% |
| 7D | +0.4% | +28.8% | -28.4% | -5.3% |
| 30D | +13.6% | +10.4% | +3.2% | +10.4% |
| 3M | +1.5% | -11.4% | +12.9% | +1.7% |
| 6M | +23.0% | +31.2% | -8.2% | +11.0% |
| YTD | +51.2% | +39.7% | +11.5% | +32.5% |
| 1Y | +63.5% | +149.0% | -85.5% | +19.8% |
| 3Y | +2.5% | +560.2% | -557.7% | -57.6% |
| 5Y | +139.2% | +955.7% | -816.5% | -30.7% |
| All | +139.2% | +924.7% | -785.5% | -30.7% |
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