+414.6%
TEAM vs SEI
+507.3%
-92.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.4% | -6.1% | -2.8% |
| 7D | -0.4% | +10.2% | -10.7% | -1.0% |
| 30D | +67.3% | -1.0% | +68.3% | +67.1% |
| 3M | +86.8% | -27.9% | +114.7% | +89.1% |
| 6M | +146.8% | +10.4% | +136.4% | +139.9% |
| YTD | +16.9% | +20.1% | -3.2% | +11.8% |
| 1Y | +12.8% | +109.7% | -96.9% | +1.0% |
| 3Y | -7.3% | +458.6% | -465.9% | -27.1% |
| 5Y | -50.7% | +775.3% | -826.0% | -63.3% |
| All | +414.6% | +507.3% | -92.7% | +279.0% |
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