+10.7%
SNDU vs SEI
+6.3%
+4.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -16.9% | +1.1% | +7.4% |
| 7D | -48.0% | -16.4% | -31.6% | -34.7% |
| 30D | -66.4% | -22.9% | -43.5% | -54.8% |
| 3M | -58.7% | -0.3% | -58.4% | -68.2% |
| 6M | -68.6% | -22.3% | -46.3% | -50.3% |
| All | +10.7% | +6.3% | +4.4% | +22.5% |
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