+1,409.6%
SMH vs SEI
+647.2%
+762.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.8% | -5.7% | -1.1% |
| 7D | +4.3% | +28.2% | -23.9% | -1.0% |
| 30D | +0.9% | +15.5% | -14.6% | -2.5% |
| 3M | -2.8% | -1.4% | -1.5% | -3.4% |
| 6M | +45.6% | +37.4% | +8.2% | +35.4% |
| YTD | +59.5% | +47.8% | +11.6% | +45.6% |
| 1Y | +93.4% | +174.3% | -80.9% | +56.8% |
| 3Y | +287.1% | +598.5% | -311.4% | +145.3% |
| 5Y | +338.0% | +1,026.2% | -688.2% | +139.0% |
| All | +1,409.6% | +647.2% | +762.5% | +716.3% |
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 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