+685.9%
TER vs SEI
+613.6%
+72.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +24.0% | +27.6% | -3.6% | +16.3% |
| 30D | -30.6% | -17.1% | -13.5% | -27.4% |
| 3M | -34.5% | +4.6% | -39.1% | -35.6% |
| 6M | -26.4% | -15.1% | -11.3% | -23.5% |
| YTD | +36.4% | +41.2% | -4.8% | +27.1% |
| 1Y | +47.4% | +37.5% | +9.9% | +37.8% |
| 3Y | +202.6% | +693.7% | -491.1% | +80.5% |
| 5Y | +83.9% | +901.7% | -817.9% | -2.3% |
| All | +685.9% | +613.6% | +72.4% | +303.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling