+206.8%
SU vs SEI
+608.3%
-401.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | +1.2% |
| 7D | +1.7% | +20.7% | -19.0% | -3.5% |
| 30D | +9.6% | +9.1% | +0.5% | +6.2% |
| 3M | +11.7% | -6.0% | +17.7% | +9.8% |
| 6M | +21.9% | +18.9% | +3.0% | +10.5% |
| YTD | +58.6% | +40.1% | +18.5% | +34.9% |
| 1Y | +66.5% | +120.6% | -54.1% | +19.9% |
| 3Y | +121.4% | +562.1% | -440.7% | -13.2% |
| 5Y | +355.7% | +954.5% | -598.7% | +36.7% |
| All | +206.8% | +608.3% | -401.5% | -8.9% |
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