+438.7%
SN vs SEI
+668.7%
-230.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.4% | -5.4% | +2.1% |
| 7D | +7.6% | -4.3% | +11.9% | +7.6% |
| 30D | +24.1% | -18.0% | +42.1% | +25.5% |
| 3M | +23.7% | +8.2% | +15.5% | +20.5% |
| 6M | +105.5% | -13.9% | +119.4% | +103.6% |
| YTD | +105.1% | +37.0% | +68.1% | +89.7% |
| 1Y | +148.3% | +24.5% | +123.8% | +131.5% |
| 3Y | +438.7% | +681.1% | -242.4% | +292.3% |
| All | +438.7% | +668.7% | -230.0% | +292.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling