+980.0%
SMCI vs SEI
+999.8%
-19.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.1% | +2.2% | +6.0% |
| 7D | +1.3% | +22.6% | -21.3% | -4.2% |
| 30D | +6.6% | +9.1% | -2.5% | +3.6% |
| 3M | +25.4% | -11.3% | +36.8% | +27.4% |
| 6M | +26.1% | +22.0% | +4.1% | +19.3% |
| YTD | +37.0% | +47.3% | -10.3% | +22.8% |
| 1Y | -8.8% | +124.8% | -133.5% | -26.0% |
| 3Y | +44.6% | +591.3% | -546.7% | -12.2% |
| All | +980.0% | +999.8% | -19.8% | +478.2% |
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