+229.9%
TEL vs SEI
+644.4%
-414.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.1% | -1.5% | +2.7% |
| 7D | +1.6% | +22.6% | -21.0% | -2.1% |
| 30D | -0.7% | +9.1% | -9.8% | -2.6% |
| 3M | +2.4% | -11.3% | +13.8% | +3.0% |
| 6M | +4.1% | +22.0% | -17.9% | -1.9% |
| YTD | -5.8% | +47.3% | -53.1% | -14.6% |
| 1Y | +0.9% | +124.8% | -123.9% | -15.5% |
| 3Y | +72.6% | +591.3% | -518.7% | +7.3% |
| 5Y | +57.5% | +1,008.2% | -950.7% | -17.2% |
| All | +229.9% | +644.4% | -414.5% | +68.5% |
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