+173.5%
SNDK vs SEI
+30.8%
+142.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.2% | +1.1% | +0.3% |
| 7D | +8.8% | +20.7% | -11.8% | -9.2% |
| 30D | +33.2% | +9.1% | +24.0% | +20.6% |
| 3M | +3.0% | -6.0% | +9.0% | +11.9% |
| 6M | +173.5% | +18.9% | +154.5% | +155.9% |
| All | +173.5% | +30.8% | +142.7% | +155.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling