-10.5%
STRL vs SEI
+35.9%
-46.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.4% |
| 7D | +15.7% | +10.5% | +5.2% | +9.1% |
| 30D | -35.5% | -8.0% | -27.4% | -32.0% |
| 3M | -47.1% | +6.7% | -53.9% | -49.7% |
| 6M | -65.8% | -17.0% | -48.7% | -63.0% |
| YTD | -4.5% | +39.7% | -44.2% | -23.2% |
| 1Y | -10.5% | +43.2% | -53.6% | -29.9% |
| All | -10.5% | +35.9% | -46.4% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling