+148.0%
SN vs SEI
+35.9%
+112.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +2.9% |
| 7D | +1.5% | +10.5% | -8.9% | +0.9% |
| 30D | +21.5% | -8.0% | +29.5% | +21.3% |
| 3M | +20.0% | +6.7% | +13.3% | +17.4% |
| 6M | +119.9% | -17.0% | +137.0% | +121.6% |
| YTD | +102.3% | +39.7% | +62.7% | +80.8% |
| 1Y | +148.0% | +43.2% | +104.8% | +119.5% |
| All | +148.0% | +35.9% | +112.1% | +119.5% |
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