+182.6%
SLV vs SEI
+565.9%
-383.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +16.3% | -17.0% | -2.2% |
| 7D | +2.5% | +28.8% | -26.3% | +0.1% |
| 30D | +3.3% | +10.4% | -7.1% | +2.1% |
| 3M | -3.6% | -11.4% | +7.8% | -3.3% |
| 6M | -21.8% | +31.2% | -53.0% | -24.1% |
| YTD | -7.8% | +39.7% | -47.6% | -11.0% |
| 1Y | +58.3% | +149.0% | -90.7% | +48.0% |
| 3Y | +182.6% | +560.2% | -377.6% | +145.3% |
| All | +182.6% | +565.9% | -383.3% | +145.3% |
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