+963.9%
TER vs SEI
+507.3%
+456.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.4% | +2.0% | +4.6% |
| 7D | +0.6% | +10.2% | -9.6% | -1.8% |
| 30D | -8.3% | -1.0% | -7.2% | -8.0% |
| 3M | -12.2% | -27.9% | +15.7% | -4.5% |
| 6M | +17.1% | +10.4% | +6.7% | +16.5% |
| YTD | +84.7% | +20.1% | +64.5% | +80.1% |
| 1Y | +199.9% | +109.7% | +90.2% | +162.1% |
| 3Y | +232.8% | +458.6% | -225.9% | +115.7% |
| 5Y | +198.6% | +775.3% | -576.7% | +64.1% |
| All | +963.9% | +507.3% | +456.6% | +471.4% |
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