+214.7%
SNDU vs SEI
+24.0%
+190.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +5.1% | -12.7% | -16.0% |
| 7D | -12.7% | +22.6% | -35.3% | -43.1% |
| 30D | +35.8% | +9.1% | +26.7% | +9.1% |
| 3M | -54.8% | -11.3% | -43.5% | -35.3% |
| All | +214.7% | +24.0% | +190.7% | +218.8% |
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