+146.9%
SMTC vs SEI
+105.8%
+41.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.4% | +5.8% | +7.8% |
| 7D | +12.7% | +10.2% | +2.5% | +8.4% |
| 30D | +22.0% | -1.0% | +23.0% | +23.4% |
| 3M | -12.7% | -27.9% | +15.3% | -2.6% |
| 6M | +64.8% | +10.4% | +54.4% | +64.6% |
| YTD | +100.7% | +20.1% | +80.5% | +95.8% |
| 1Y | +146.9% | +109.7% | +37.2% | +169.0% |
| All | +146.9% | +105.8% | +41.0% | +169.0% |
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