+47.9%
T vs SEI
+605.9%
-558.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +2.5% | +10.5% | -7.9% | +2.0% |
| 30D | -3.8% | -8.0% | +4.2% | -3.8% |
| 3M | -8.7% | +6.7% | -15.5% | -10.0% |
| 6M | -8.1% | -17.0% | +8.9% | -8.5% |
| YTD | -6.4% | +39.7% | -46.1% | -11.2% |
| 1Y | -9.8% | +43.2% | -52.9% | -14.8% |
| 3Y | +65.5% | +676.3% | -610.9% | +18.5% |
| 5Y | +57.0% | +891.0% | -834.1% | +3.0% |
| All | +47.9% | +605.9% | -558.1% | -7.5% |
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