+210.2%
TER vs SEI
+696.4%
-486.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.7% | +3.6% | +6.8% |
| 7D | +5.9% | +12.4% | -6.5% | +2.4% |
| 30D | -30.8% | -18.3% | -12.5% | -26.8% |
| 3M | -29.9% | +10.4% | -40.4% | -32.4% |
| 6M | -27.5% | -12.9% | -14.6% | -25.1% |
| YTD | +37.5% | +41.8% | -4.4% | +28.3% |
| 1Y | +50.3% | +30.3% | +20.0% | +42.0% |
| All | +210.2% | +696.4% | -486.3% | +124.6% |
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