+1,003.1%
TER vs SEI
+608.3%
+394.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.2% | +1.7% | -2.2% |
| 7D | +9.4% | +20.7% | -11.3% | +4.2% |
| 30D | -2.4% | +9.1% | -11.5% | -4.7% |
| 3M | +6.5% | -6.0% | +12.5% | +8.5% |
| 6M | +23.2% | +18.9% | +4.2% | +19.7% |
| YTD | +91.5% | +40.1% | +51.3% | +79.3% |
| 1Y | +214.8% | +120.6% | +94.2% | +169.9% |
| 3Y | +275.3% | +562.1% | -286.8% | +132.9% |
| 5Y | +211.9% | +954.5% | -742.6% | +63.4% |
| All | +1,003.1% | +608.3% | +394.8% | +469.1% |
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