+17.1%
TER vs SEI
+12.1%
+5.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.4% | +2.0% | +3.0% |
| 7D | +0.6% | +10.2% | -9.6% | -6.4% |
| 30D | -8.3% | -1.0% | -7.2% | -8.0% |
| 3M | -12.2% | -27.9% | +15.7% | +13.1% |
| 6M | +17.1% | +10.4% | +6.7% | +23.6% |
| All | +17.1% | +12.1% | +5.0% | +23.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling