+199.8%
TER vs SEI
+105.8%
+94.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.4% | +2.0% | +3.5% |
| 7D | +0.6% | +10.2% | -9.7% | -4.9% |
| 30D | -8.3% | -1.0% | -7.3% | -7.9% |
| 3M | -12.2% | -27.9% | +15.7% | +5.4% |
| 6M | +17.0% | +10.4% | +6.6% | +17.1% |
| YTD | +84.6% | +20.1% | +64.5% | +75.7% |
| 1Y | +199.8% | +109.7% | +90.1% | +138.4% |
| All | +199.8% | +105.8% | +94.0% | +138.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling