+35.8%
SNPS vs SEI
+864.7%
-828.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.3% | 0.0% |
| 7D | -0.2% | +12.4% | -12.6% | -1.5% |
| 30D | -8.0% | -18.3% | +10.2% | -6.7% |
| 3M | +12.5% | +10.4% | +2.0% | +10.5% |
| 6M | -10.5% | -12.9% | +2.4% | -10.6% |
| YTD | -1.6% | +41.8% | -43.4% | -6.2% |
| 1Y | +16.8% | +30.3% | -13.5% | +11.9% |
| 3Y | -10.9% | +697.3% | -708.3% | -28.8% |
| 5Y | +35.8% | +877.0% | -841.2% | +8.7% |
| All | +35.8% | +864.7% | -828.9% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling