+1,447.8%
SMCI vs SEI
+608.3%
+839.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.2% | +1.2% | -2.8% |
| 7D | -1.3% | +20.7% | -21.9% | -5.9% |
| 30D | +18.3% | +9.1% | +9.2% | +15.3% |
| 3M | +27.7% | -6.0% | +33.7% | +28.1% |
| 6M | +17.6% | +18.9% | -1.4% | +12.4% |
| YTD | +27.7% | +40.1% | -12.4% | +16.6% |
| 1Y | -14.9% | +120.6% | -135.5% | -29.9% |
| 3Y | +33.2% | +562.1% | -529.0% | -18.5% |
| 5Y | +921.6% | +954.5% | -32.9% | +444.6% |
| All | +1,447.8% | +608.3% | +839.5% | +722.5% |
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