+309.7%
SN vs SEI
+595.9%
-286.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.8% | -9.1% | -4.0% |
| 7D | -3.4% | +28.2% | -31.6% | -6.3% |
| 30D | -9.1% | +15.5% | -24.5% | -10.9% |
| 3M | +31.8% | -1.4% | +33.1% | +30.5% |
| 6M | +52.0% | +37.4% | +14.6% | +43.3% |
| YTD | +51.3% | +47.8% | +3.5% | +40.7% |
| 1Y | +46.9% | +174.3% | -127.4% | +25.3% |
| 3Y | +394.9% | +598.5% | -203.5% | +266.2% |
| All | +309.7% | +595.9% | -286.2% | +192.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling