-8.4%
T vs SEI
+147.4%
-155.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.2% | +6.8% | +1.2% |
| 7D | -2.4% | +20.7% | -23.1% | -0.9% |
| 30D | +4.3% | +9.1% | -4.8% | +5.3% |
| 3M | +11.6% | -6.0% | +17.5% | +11.9% |
| 6M | -5.6% | +18.9% | -24.5% | -3.7% |
| YTD | +6.6% | +40.1% | -33.6% | +10.4% |
| 1Y | -8.4% | +120.6% | -129.0% | -0.5% |
| All | -8.4% | +147.4% | -155.8% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling