+5.9%
SLB vs SEI
+507.3%
-501.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.3% | -0.9% |
| 7D | +0.8% | +10.2% | -9.4% | -2.3% |
| 30D | +15.8% | -1.0% | +16.9% | +15.5% |
| 3M | -0.3% | -27.9% | +27.6% | +7.0% |
| 6M | +21.3% | +10.4% | +10.9% | +10.4% |
| YTD | +52.3% | +20.1% | +32.2% | +31.6% |
| 1Y | +63.6% | +109.7% | -46.1% | +10.1% |
| 3Y | +3.8% | +458.6% | -454.9% | -66.1% |
| 5Y | +128.6% | +775.3% | -646.6% | -45.5% |
| All | +5.9% | +507.3% | -501.3% | -72.9% |
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