-53.1%
TE vs SEI
+531.5%
-584.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | -0.8% |
| 7D | +0.2% | +22.6% | -22.4% | -5.6% |
| 30D | -5.9% | +9.1% | -15.0% | -8.5% |
| 3M | -45.6% | -11.3% | -34.2% | -43.7% |
| 6M | -43.4% | +22.0% | -65.4% | -46.9% |
| YTD | -31.0% | +47.3% | -78.3% | -38.1% |
| 1Y | +145.2% | +124.8% | +20.4% | +98.7% |
| 3Y | -24.1% | +591.3% | -615.3% | -57.1% |
| 5Y | -48.1% | +1,008.2% | -1,056.4% | -72.2% |
| All | -53.1% | +531.5% | -584.5% | -74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling