-22.9%
SPOT vs SEI
+105.8%
-128.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.4% | -6.6% | -3.0% |
| 7D | -0.9% | +10.2% | -11.2% | -0.6% |
| 30D | +12.5% | -1.0% | +13.5% | +12.4% |
| 3M | +9.9% | -27.9% | +37.8% | +10.0% |
| 6M | +1.6% | +10.4% | -8.8% | -0.2% |
| YTD | -6.6% | +20.1% | -26.7% | -8.7% |
| 1Y | -22.9% | +109.7% | -132.7% | -29.0% |
| All | -22.9% | +105.8% | -128.8% | -29.0% |
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