-48.5%
TE vs SEI
+950.2%
-998.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.2% | -1.5% | -4.8% |
| 7D | +0.9% | +20.7% | -19.8% | -6.0% |
| 30D | -16.3% | +9.1% | -25.4% | -19.5% |
| 3M | -40.8% | -6.0% | -34.8% | -39.2% |
| 6M | -42.6% | +18.9% | -61.5% | -46.9% |
| YTD | -31.4% | +40.1% | -71.6% | -39.8% |
| 1Y | +144.9% | +120.6% | +24.3% | +85.5% |
| 3Y | -26.0% | +562.1% | -588.2% | -68.7% |
| 5Y | -48.5% | +954.5% | -1,002.9% | -82.6% |
| All | -48.5% | +950.2% | -998.6% | -82.6% |
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