+252.8%
SPOT vs SEI
+454.2%
-201.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.3% |
| 7D | -3.1% | +22.6% | -25.7% | -4.9% |
| 30D | +7.4% | +9.1% | -1.7% | +6.2% |
| 3M | +8.2% | -11.3% | +19.5% | +8.3% |
| 6M | +2.2% | +22.0% | -19.8% | -1.7% |
| YTD | -9.5% | +47.3% | -56.7% | -15.2% |
| 1Y | -23.8% | +124.8% | -148.6% | -32.6% |
| 3Y | +233.5% | +591.3% | -357.8% | +139.3% |
| 5Y | +112.2% | +1,008.2% | -896.0% | +37.5% |
| All | +252.8% | +454.2% | -201.4% | +123.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling