+41.7%
TGT vs SEI
+560.9%
-519.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.1% | -1.0% |
| 7D | -5.0% | +20.7% | -25.7% | -5.8% |
| 30D | +3.0% | +9.1% | -6.1% | +2.6% |
| 3M | +22.6% | -6.0% | +28.6% | +22.4% |
| 6M | +31.2% | +18.9% | +12.3% | +28.9% |
| YTD | +63.7% | +40.1% | +23.6% | +59.0% |
| 1Y | +78.5% | +120.6% | -42.1% | +67.8% |
| All | +41.7% | +560.9% | -519.2% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling