+1,383.2%
STX vs SEI
+565.9%
+817.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +16.3% | -9.8% | +2.6% |
| 7D | +10.7% | +28.8% | -18.1% | +4.1% |
| 30D | +11.3% | +10.4% | +0.9% | +8.5% |
| 3M | +3.2% | -11.4% | +14.6% | +5.7% |
| 6M | +157.0% | +31.2% | +125.8% | +143.5% |
| YTD | +229.2% | +39.7% | +189.5% | +207.7% |
| 1Y | +381.8% | +149.0% | +232.9% | +314.9% |
| 3Y | +1,383.2% | +560.2% | +823.0% | +1,038.1% |
| All | +1,383.2% | +565.9% | +817.3% | +1,038.1% |
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