+69.3%
T vs SEI
+507.3%
-438.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.4% | -2.2% |
| 7D | -1.3% | +10.2% | -11.5% | -1.9% |
| 30D | +11.4% | -1.0% | +12.4% | +11.3% |
| 3M | +14.3% | -27.9% | +42.2% | +15.9% |
| 6M | -9.3% | +10.4% | -19.7% | -11.2% |
| YTD | +7.1% | +20.1% | -13.0% | +3.5% |
| 1Y | -9.1% | +109.7% | -118.8% | -17.2% |
| 3Y | +105.3% | +458.6% | -353.3% | +53.4% |
| 5Y | +66.8% | +775.3% | -708.5% | +10.7% |
| All | +69.3% | +507.3% | -438.0% | +7.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling