+387.4%
TEAM vs SEI
+608.3%
-220.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.2% | +6.2% | +1.3% |
| 7D | -7.8% | +20.7% | -28.4% | -8.8% |
| 30D | +16.5% | +9.1% | +7.4% | +15.7% |
| 3M | +96.2% | -6.0% | +102.2% | +95.3% |
| 6M | +130.2% | +18.9% | +111.3% | +123.3% |
| YTD | +10.7% | +40.1% | -29.4% | +5.0% |
| 1Y | +3.0% | +120.6% | -117.6% | -7.4% |
| 3Y | -13.1% | +562.1% | -575.2% | -32.4% |
| 5Y | -52.7% | +954.5% | -1,007.2% | -65.2% |
| All | +387.4% | +608.3% | -220.9% | +255.8% |
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