+47.9%
T vs SEI
+613.6%
-565.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +1.6% | +27.6% | -25.9% | +0.3% |
| 30D | -2.9% | -17.1% | +14.2% | -2.4% |
| 3M | -7.5% | +4.6% | -12.1% | -8.6% |
| 6M | -9.9% | -15.1% | +5.2% | -10.4% |
| YTD | -6.4% | +41.2% | -47.6% | -11.2% |
| 1Y | -9.4% | +37.5% | -46.9% | -14.1% |
| 3Y | +64.9% | +693.7% | -628.8% | +17.8% |
| 5Y | +57.0% | +901.7% | -844.8% | +2.9% |
| All | +47.9% | +613.6% | -565.7% | -7.6% |
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 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