-48.5%
TE vs SEI
+499.1%
-547.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +16.3% | -6.3% | +5.3% |
| 7D | +18.2% | +28.8% | -10.6% | +9.8% |
| 30D | -13.5% | +10.4% | -23.9% | -16.3% |
| 3M | -44.6% | -11.4% | -33.2% | -42.4% |
| 6M | -24.7% | +31.2% | -55.9% | -30.5% |
| YTD | -24.3% | +39.7% | -64.0% | -31.0% |
| 1Y | +155.6% | +149.0% | +6.6% | +102.1% |
| 3Y | -18.3% | +560.2% | -578.4% | -53.1% |
| 5Y | -41.3% | +955.7% | -997.0% | -68.1% |
| All | -48.5% | +499.1% | -547.5% | -71.9% |
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 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