+172.7%
SLV vs SEI
+1,021.5%
-848.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.8% | -3.5% | +1.8% |
| 7D | +2.8% | +28.2% | -25.4% | +0.5% |
| 30D | +2.2% | +15.5% | -13.3% | +0.7% |
| 3M | +2.9% | -1.4% | +4.3% | +2.3% |
| 6M | -22.4% | +37.4% | -59.8% | -25.0% |
| YTD | -5.7% | +47.8% | -53.6% | -9.6% |
| 1Y | +63.3% | +174.3% | -111.0% | +50.2% |
| 3Y | +189.0% | +598.5% | -409.5% | +140.9% |
| 5Y | +172.7% | +1,026.2% | -853.6% | +116.3% |
| All | +172.7% | +1,021.5% | -848.9% | +116.3% |
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 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