+68.4%
T vs SEI
+608.3%
-539.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.2% | +6.8% | +1.9% |
| 7D | -2.4% | +20.7% | -23.1% | -3.7% |
| 30D | +4.3% | +9.1% | -4.8% | +3.5% |
| 3M | +11.6% | -6.0% | +17.5% | +11.1% |
| 6M | -5.6% | +18.9% | -24.5% | -8.0% |
| YTD | +6.6% | +40.1% | -33.6% | +1.9% |
| 1Y | -8.4% | +120.6% | -129.0% | -16.5% |
| 3Y | +107.8% | +562.1% | -454.3% | +53.3% |
| 5Y | +68.3% | +954.5% | -886.2% | +9.9% |
| All | +68.4% | +608.3% | -539.9% | +6.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling