+338.3%
SU vs SEI
+999.8%
-661.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -1.0% |
| 7D | +2.2% | +22.6% | -20.4% | -1.4% |
| 30D | +8.4% | +9.1% | -0.7% | +6.3% |
| 3M | +12.1% | -11.3% | +23.4% | +12.4% |
| 6M | +19.7% | +22.0% | -2.4% | +11.9% |
| YTD | +58.4% | +47.3% | +11.1% | +41.2% |
| 1Y | +67.2% | +124.8% | -57.5% | +33.4% |
| 3Y | +125.0% | +591.3% | -466.2% | +9.9% |
| All | +338.3% | +999.8% | -661.5% | +66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling