+57.0%
T vs SEI
+867.5%
-810.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +1.6% | +27.6% | -25.9% | +1.9% |
| 30D | -2.9% | -17.1% | +14.2% | -2.9% |
| 3M | -7.5% | +4.6% | -12.1% | -7.5% |
| 6M | -9.9% | -15.1% | +5.2% | -9.7% |
| YTD | -6.4% | +41.2% | -47.6% | -7.1% |
| 1Y | -9.4% | +37.5% | -46.9% | -10.1% |
| 3Y | +64.9% | +693.7% | -628.8% | +41.2% |
| 5Y | +57.0% | +901.7% | -844.8% | +22.6% |
| All | +57.0% | +867.5% | -810.6% | +22.6% |
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