+2,753.5%
STX vs SEI
+507.3%
+2,246.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.4% | +2.9% | +5.7% |
| 7D | +2.4% | +10.2% | -7.9% | +0.3% |
| 30D | +1.4% | -1.0% | +2.4% | +1.6% |
| 3M | -8.2% | -27.9% | +19.7% | -2.2% |
| 6M | +127.0% | +10.4% | +116.6% | +123.4% |
| YTD | +209.1% | +20.1% | +189.0% | +198.9% |
| 1Y | +365.4% | +109.7% | +255.7% | +310.1% |
| 3Y | +1,135.4% | +458.6% | +676.8% | +774.5% |
| 5Y | +991.5% | +775.3% | +216.2% | +579.2% |
| All | +2,753.5% | +507.3% | +2,246.2% | +1,616.0% |
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