+84.6%
TGT vs SEI
+105.8%
-21.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.2% | +0.3% |
| 7D | +0.8% | +10.2% | -9.5% | +0.9% |
| 30D | +12.2% | -1.0% | +13.2% | +12.1% |
| 3M | +33.8% | -27.9% | +61.7% | +33.9% |
| 6M | +39.3% | +10.4% | +28.9% | +38.0% |
| YTD | +72.9% | +20.1% | +52.7% | +70.9% |
| 1Y | +84.6% | +109.7% | -25.2% | +83.8% |
| All | +84.6% | +105.8% | -21.3% | +83.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling