+307.1%
TEAM vs SEI
+605.9%
-298.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.5% |
| 7D | -2.4% | +10.5% | -12.9% | -2.8% |
| 30D | -26.7% | -8.0% | -18.7% | -26.6% |
| 3M | -9.6% | +6.7% | -16.4% | -10.5% |
| 6M | +86.0% | -17.0% | +103.1% | +85.7% |
| YTD | -7.5% | +39.7% | -47.2% | -12.7% |
| 1Y | -1.4% | +43.2% | -44.5% | -7.4% |
| 3Y | -14.3% | +676.3% | -690.7% | -34.7% |
| 5Y | -66.3% | +891.0% | -957.3% | -75.1% |
| All | +307.1% | +605.9% | -298.8% | +195.9% |
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 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