+72.2%
SMTC vs SEI
+18.6%
+53.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -16.9% | +4.0% | -3.6% |
| 7D | -24.5% | -16.4% | -8.1% | -16.9% |
| 30D | -42.5% | -22.9% | -19.6% | -34.3% |
| 3M | -14.1% | -0.3% | -13.8% | -13.5% |
| 6M | +3.6% | -22.3% | +25.9% | +15.3% |
| YTD | +50.6% | +26.2% | +24.4% | +34.1% |
| 1Y | +72.2% | +8.2% | +64.0% | +65.2% |
| All | +72.2% | +18.6% | +53.7% | +65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling