+30.8%
SOXX vs SEI
-2.0%
+32.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -12.3% | -58.4% | -67.2% |
| 7D | -23.0% | -26.9% | +3.9% | -12.8% |
| 30D | -32.9% | -36.6% | +3.7% | -20.3% |
| 3M | -25.3% | -8.9% | -16.4% | -24.7% |
| 6M | -17.8% | -33.0% | +15.2% | -6.5% |
| YTD | +32.1% | +10.6% | +21.4% | +23.6% |
| 1Y | +30.8% | -4.7% | +35.4% | +27.6% |
| All | +30.8% | -2.0% | +32.8% | +27.6% |
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