+251.0%
SPOT vs SEI
+456.3%
-205.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.8% | -6.9% | -1.6% |
| 7D | -6.5% | +28.2% | -34.7% | -8.6% |
| 30D | +2.2% | +15.5% | -13.3% | +0.5% |
| 3M | +5.4% | -1.4% | +6.8% | +4.3% |
| 6M | -4.0% | +37.4% | -41.4% | -8.9% |
| YTD | -9.9% | +47.8% | -57.8% | -15.7% |
| 1Y | -27.3% | +174.3% | -201.6% | -37.1% |
| 3Y | +236.4% | +598.5% | -362.1% | +141.2% |
| 5Y | +112.6% | +1,026.2% | -913.6% | +37.5% |
| All | +251.0% | +456.3% | -205.3% | +121.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling