+43.0%
SN vs SEI
+105.8%
-62.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.5% | -1.4% |
| 7D | -9.3% | +10.2% | -19.6% | -10.2% |
| 30D | -4.8% | -1.0% | -3.8% | -4.9% |
| 3M | +40.4% | -27.9% | +68.3% | +44.6% |
| 6M | +50.9% | +10.4% | +40.6% | +45.0% |
| YTD | +54.9% | +20.1% | +34.8% | +47.0% |
| 1Y | +43.0% | +109.7% | -66.7% | +24.5% |
| All | +43.0% | +105.8% | -62.8% | +24.5% |
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 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