+76.5%
SPY vs SEI
+597.1%
-520.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.8% | -6.3% | -0.9% |
| 7D | -0.4% | +28.2% | -28.6% | -2.5% |
| 30D | -1.4% | +15.5% | -16.9% | -2.8% |
| 3M | +3.7% | -1.4% | +5.1% | +3.0% |
| 6M | +13.0% | +37.4% | -24.4% | +8.7% |
| YTD | +12.4% | +47.8% | -35.4% | +7.0% |
| 1Y | +18.5% | +174.3% | -155.8% | +6.4% |
| All | +76.5% | +597.1% | -520.7% | +44.6% |
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