+2,551.6%
STRL vs SEI
+584.5%
+1,967.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | -19.8% | -10.8% | -9.0% | -15.7% |
| 30D | -43.6% | -19.0% | -24.5% | -38.9% |
| 3M | -45.2% | +5.8% | -51.0% | -46.1% |
| 6M | -65.7% | -14.9% | -50.8% | -63.7% |
| YTD | -5.4% | +35.4% | -40.9% | -14.0% |
| 1Y | -24.7% | +23.9% | -48.6% | -29.7% |
| 3Y | +335.0% | +661.3% | -326.3% | +115.1% |
| 5Y | +915.3% | +822.2% | +93.1% | +320.1% |
| All | +2,551.6% | +584.5% | +1,967.2% | +899.4% |
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