+4,355.0%
STRL vs SEI
+507.3%
+3,847.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.4% | +2.3% | +4.6% |
| 7D | +3.4% | +10.2% | -6.8% | 0.0% |
| 30D | -9.2% | -1.0% | -8.2% | -8.9% |
| 3M | -51.0% | -27.9% | -23.1% | -45.4% |
| 6M | +15.8% | +10.4% | +5.4% | +12.7% |
| YTD | +58.9% | +20.1% | +38.7% | +50.2% |
| 1Y | +68.5% | +109.7% | -41.2% | +34.7% |
| 3Y | +485.2% | +458.6% | +26.6% | +216.9% |
| 5Y | +2,005.1% | +775.3% | +1,229.8% | +781.4% |
| All | +4,355.0% | +507.3% | +3,847.8% | +1,644.4% |
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