+521.7%
SNPS vs SEI
+613.6%
-91.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +5.1% | +27.6% | -22.5% | +2.3% |
| 30D | -6.4% | -17.1% | +10.7% | -5.1% |
| 3M | +12.2% | +4.6% | +7.6% | +10.7% |
| 6M | -9.8% | -15.1% | +5.2% | -9.8% |
| YTD | -1.5% | +41.2% | -42.7% | -6.8% |
| 1Y | +16.0% | +37.5% | -21.5% | +9.9% |
| 3Y | -10.8% | +693.7% | -704.5% | -33.3% |
| 5Y | +33.3% | +901.7% | -868.4% | -6.0% |
| All | +521.7% | +613.6% | -91.8% | +322.0% |
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