+150.5%
SPMO vs SEI
+999.8%
-849.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | -0.1% |
| 7D | -0.9% | +22.6% | -23.5% | -3.8% |
| 30D | -1.9% | +9.1% | -11.0% | -3.4% |
| 3M | -1.4% | -11.3% | +10.0% | -0.7% |
| 6M | +25.5% | +22.0% | +3.5% | +21.1% |
| YTD | +24.8% | +47.3% | -22.4% | +17.2% |
| 1Y | +24.5% | +124.8% | -100.3% | +10.4% |
| 3Y | +157.1% | +591.3% | -434.1% | +89.8% |
| All | +150.5% | +999.8% | -849.3% | +69.3% |
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