+64.2%
T vs SEI
+1,021.5%
-957.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.8% | -7.6% | -1.8% |
| 7D | -3.1% | +28.2% | -31.3% | -3.2% |
| 30D | +4.6% | +15.5% | -10.9% | +4.5% |
| 3M | +12.2% | -1.4% | +13.6% | +12.2% |
| 6M | -6.5% | +37.4% | -43.9% | -7.1% |
| YTD | +4.9% | +47.8% | -42.9% | +3.9% |
| 1Y | -10.5% | +174.3% | -184.8% | -13.2% |
| 3Y | +104.6% | +598.5% | -493.9% | +76.3% |
| 5Y | +64.2% | +1,026.2% | -962.0% | +25.9% |
| All | +64.2% | +1,021.5% | -957.3% | +25.9% |
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 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