+230.9%
SPOT vs SEI
+560.9%
-330.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | -0.1% |
| 7D | -6.9% | +20.7% | -27.5% | -7.3% |
| 30D | +4.1% | +9.1% | -5.0% | +3.8% |
| 3M | +3.7% | -6.0% | +9.7% | +3.7% |
| 6M | -1.6% | +18.9% | -20.5% | -3.0% |
| YTD | -10.2% | +40.1% | -50.3% | -12.4% |
| 1Y | -25.9% | +120.6% | -146.5% | -29.7% |
| All | +230.9% | +560.9% | -330.0% | +204.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling