+145.2%
TE vs SEI
+134.3%
+10.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | -2.2% |
| 7D | +0.2% | +22.6% | -22.4% | -10.9% |
| 30D | -5.9% | +9.1% | -15.0% | -11.1% |
| 3M | -45.6% | -11.3% | -34.2% | -43.5% |
| 6M | -43.4% | +22.0% | -65.4% | -51.1% |
| YTD | -31.0% | +47.3% | -78.3% | -46.2% |
| 1Y | +145.2% | +124.8% | +20.4% | +121.9% |
| All | +145.2% | +134.3% | +10.9% | +121.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling