+158.9%
SN vs SEI
+18.6%
+140.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -16.9% | +21.0% | +5.1% |
| 7D | +10.6% | -16.4% | +27.1% | +11.6% |
| 30D | +20.0% | -22.9% | +42.9% | +21.6% |
| 3M | +30.4% | -0.3% | +30.6% | +27.9% |
| 6M | +91.0% | -22.3% | +113.3% | +92.5% |
| YTD | +95.9% | +26.2% | +69.8% | +77.4% |
| 1Y | +158.9% | +8.2% | +150.7% | +141.4% |
| All | +158.9% | +18.6% | +140.3% | +141.4% |
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