+11.5%
SPMO vs SEI
+18.6%
-7.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -16.9% | +16.1% | +2.4% |
| 7D | -8.9% | -16.4% | +7.5% | -6.1% |
| 30D | -13.8% | -22.9% | +9.1% | -10.3% |
| 3M | -12.5% | -0.3% | -12.2% | -14.4% |
| 6M | -1.5% | -22.3% | +20.8% | +0.4% |
| YTD | +11.3% | +26.2% | -14.8% | +4.5% |
| 1Y | +11.5% | +8.2% | +3.2% | +6.5% |
| All | +11.5% | +18.6% | -7.1% | +6.5% |
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 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