+77.9%
TEM vs SEI
+705.1%
-627.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.1% | -4.6% | -5.4% |
| 7D | -5.9% | +10.5% | -16.3% | -7.7% |
| 30D | +4.8% | -8.0% | +12.8% | +5.5% |
| 3M | +31.9% | +6.7% | +25.1% | +26.4% |
| 6M | +56.0% | -17.0% | +73.0% | +55.9% |
| YTD | +21.3% | +39.7% | -18.4% | +5.5% |
| 1Y | +5.4% | +43.2% | -37.8% | -9.1% |
| All | +77.9% | +705.1% | -627.2% | -6.7% |
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