+77.2%
TGT vs SEI
+134.3%
-57.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | +0.1% |
| 7D | -5.2% | +22.6% | -27.8% | -4.9% |
| 30D | +1.2% | +9.1% | -7.9% | +1.4% |
| 3M | +18.4% | -11.3% | +29.7% | +18.9% |
| 6M | +33.4% | +22.0% | +11.4% | +32.8% |
| YTD | +63.8% | +47.3% | +16.5% | +62.4% |
| 1Y | +77.2% | +124.8% | -47.6% | +76.3% |
| All | +77.2% | +134.3% | -57.1% | +76.3% |
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