+357.4%
SMTC vs SEI
+606.2%
-248.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +16.3% | -6.3% | +5.3% |
| 7D | +22.9% | +28.8% | -5.9% | +14.4% |
| 30D | +16.6% | +10.4% | +6.3% | +13.7% |
| 3M | +2.4% | -11.4% | +13.8% | +6.3% |
| 6M | +98.3% | +31.2% | +67.1% | +83.7% |
| YTD | +120.7% | +39.7% | +81.0% | +99.4% |
| 1Y | +168.3% | +149.0% | +19.3% | +104.9% |
| 3Y | +571.7% | +560.2% | +11.5% | +269.9% |
| 5Y | +114.0% | +955.7% | -841.7% | -3.1% |
| All | +357.4% | +606.2% | -248.8% | +99.5% |
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