-12.4%
SOUN vs SEI
+599.3%
-611.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +16.3% | -18.8% | -8.3% |
| 7D | -4.1% | +28.8% | -32.9% | -13.2% |
| 30D | -18.1% | +10.4% | -28.4% | -22.1% |
| 3M | -12.3% | -11.4% | -0.9% | -11.1% |
| 6M | -18.6% | +31.2% | -49.8% | -30.7% |
| YTD | -34.1% | +39.7% | -73.8% | -45.9% |
| 1Y | -57.0% | +149.0% | -206.0% | -72.4% |
| 3Y | +185.7% | +560.2% | -374.5% | +2.8% |
| All | -12.4% | +599.3% | -611.7% | -79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling