+277.2%
TER vs SEI
+565.9%
-288.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +16.3% | -12.1% | -0.4% |
| 7D | +11.0% | +28.8% | -17.9% | +2.9% |
| 30D | -1.9% | +10.4% | -12.2% | -4.8% |
| 3M | -0.7% | -11.4% | +10.8% | +2.6% |
| 6M | +36.4% | +31.2% | +5.2% | +30.3% |
| YTD | +92.4% | +39.7% | +52.7% | +81.5% |
| 1Y | +213.5% | +149.0% | +64.6% | +172.0% |
| 3Y | +277.2% | +560.2% | -282.9% | +164.4% |
| All | +277.2% | +565.9% | -288.7% | +164.4% |
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 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