+29.6%
SNOW vs SEI
+1,155.6%
-1,126.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.3% | -0.9% |
| 7D | -2.4% | +22.6% | -25.0% | -5.1% |
| 30D | -1.0% | +9.1% | -10.1% | -2.5% |
| 3M | +36.9% | -11.3% | +48.2% | +37.2% |
| 6M | +83.4% | +22.0% | +61.3% | +72.9% |
| YTD | +50.0% | +47.3% | +2.7% | +36.4% |
| 1Y | +46.5% | +124.8% | -78.2% | +24.1% |
| 3Y | +93.3% | +591.3% | -497.9% | +37.5% |
| 5Y | +3.3% | +1,008.2% | -1,004.9% | -30.6% |
| All | +29.6% | +1,155.6% | -1,126.0% | -3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling