+325.3%
STX vs SEI
+134.3%
+191.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +5.1% | -8.8% | -6.0% |
| 7D | -2.3% | +22.6% | -24.8% | -11.4% |
| 30D | -5.5% | +9.1% | -14.6% | -9.8% |
| 3M | -4.3% | -11.3% | +7.0% | -0.4% |
| 6M | +115.6% | +22.0% | +93.6% | +96.1% |
| YTD | +202.2% | +47.3% | +154.9% | +151.3% |
| 1Y | +325.3% | +124.8% | +200.5% | +199.1% |
| All | +325.3% | +134.3% | +191.0% | +199.1% |
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 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