+4,434.3%
STRL vs SEI
+647.2%
+3,787.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.8% | -7.2% | -3.4% |
| 7D | +8.2% | +28.2% | -20.0% | -0.9% |
| 30D | -6.3% | +15.5% | -21.8% | -11.1% |
| 3M | -41.2% | -1.4% | -39.8% | -41.2% |
| 6M | +20.4% | +37.4% | -17.1% | +8.4% |
| YTD | +61.7% | +47.8% | +13.9% | +41.9% |
| 1Y | +72.7% | +174.3% | -101.6% | +25.9% |
| 3Y | +530.9% | +598.5% | -67.6% | +215.7% |
| 5Y | +2,125.4% | +1,026.2% | +1,099.2% | +751.2% |
| All | +4,434.3% | +647.2% | +3,787.2% | +1,547.9% |
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 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