+346.8%
STRL vs SEI
+668.7%
-321.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +8.4% | +6.6% | +11.4% |
| 7D | -13.3% | -4.3% | -9.1% | -10.7% |
| 30D | -43.3% | -18.0% | -25.3% | -38.3% |
| 3M | -46.9% | +8.2% | -55.1% | -48.4% |
| 6M | -65.6% | -13.9% | -51.7% | -63.7% |
| YTD | -5.1% | +37.0% | -42.1% | -14.9% |
| 1Y | -23.1% | +24.5% | -47.6% | -29.1% |
| 3Y | +346.8% | +681.1% | -334.2% | +139.1% |
| All | +346.8% | +668.7% | -321.8% | +139.1% |
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