+15.6%
SNPS vs SEI
+35.9%
-20.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | +1.1% | +10.5% | -9.4% | -1.0% |
| 30D | -5.2% | -8.0% | +2.9% | -4.7% |
| 3M | +10.6% | +6.7% | +3.8% | +7.3% |
| 6M | -10.6% | -17.0% | +6.4% | -9.6% |
| YTD | -3.1% | +39.7% | -42.8% | -15.5% |
| 1Y | +15.6% | +43.2% | -27.6% | -0.7% |
| All | +15.6% | +35.9% | -20.3% | -0.7% |
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