+601.8%
SMTC vs SEI
+597.1%
+4.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | -1.1% |
| 7D | +22.5% | +28.2% | -5.8% | +13.0% |
| 30D | +24.9% | +15.5% | +9.4% | +19.5% |
| 3M | +4.1% | -1.4% | +5.4% | +4.5% |
| 6M | +92.6% | +37.4% | +55.1% | +75.0% |
| YTD | +122.5% | +47.8% | +74.7% | +96.6% |
| 1Y | +166.2% | +174.3% | -8.1% | +96.2% |
| All | +601.8% | +597.1% | +4.7% | +308.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling