-16.5%
SOUN vs SEI
+637.1%
-653.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -2.1% |
| 7D | -7.1% | +22.6% | -29.7% | -14.4% |
| 30D | -15.4% | +9.1% | -24.5% | -19.3% |
| 3M | -10.6% | -11.3% | +0.8% | -9.5% |
| 6M | -19.6% | +22.0% | -41.7% | -29.4% |
| YTD | -37.2% | +47.3% | -84.5% | -49.5% |
| 1Y | -57.1% | +124.8% | -181.8% | -71.0% |
| 3Y | +178.2% | +591.3% | -413.1% | -1.8% |
| All | -16.5% | +637.1% | -653.6% | -80.5% |
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