+128.5%
SLV vs SEI
+665.6%
-537.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.3% | -3.3% |
| 7D | +3.7% | -10.8% | +14.5% | +4.3% |
| 30D | -15.2% | -19.0% | +3.9% | -14.1% |
| 3M | -21.8% | +5.8% | -27.6% | -22.9% |
| 6M | -36.3% | -14.9% | -21.5% | -36.4% |
| YTD | -27.8% | +35.4% | -63.3% | -30.7% |
| 1Y | +1.5% | +23.9% | -22.4% | -2.1% |
| 3Y | +128.5% | +661.3% | -532.8% | +97.6% |
| All | +128.5% | +665.6% | -537.1% | +97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling