+434.0%
SNPS vs SEI
+644.4%
-210.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | -0.5% |
| 7D | +0.9% | +22.6% | -21.7% | -1.3% |
| 30D | -3.6% | +9.1% | -12.7% | -4.7% |
| 3M | -12.9% | -11.3% | -1.6% | -12.6% |
| 6M | -8.2% | +22.0% | -30.2% | -11.1% |
| YTD | -15.4% | +47.3% | -62.7% | -19.8% |
| 1Y | -9.3% | +124.8% | -134.1% | -17.5% |
| 3Y | -14.0% | +591.3% | -605.2% | -34.3% |
| 5Y | +19.5% | +1,008.2% | -988.7% | -16.4% |
| All | +434.0% | +644.4% | -210.4% | +263.1% |
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