-17.0%
TEAM vs SEI
+597.1%
-614.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.8% | -5.1% | +0.7% |
| 7D | -4.7% | +28.2% | -32.9% | -4.8% |
| 30D | +17.0% | +15.5% | +1.6% | +17.0% |
| 3M | +85.9% | -1.4% | +87.3% | +86.3% |
| 6M | +116.7% | +37.4% | +79.2% | +110.9% |
| YTD | +9.6% | +47.8% | -38.2% | +5.0% |
| 1Y | -2.5% | +174.3% | -176.8% | -13.9% |
| All | -17.0% | +597.1% | -614.1% | -27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling