+274.5%
TGT vs SEI
+647.2%
-372.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.8% | -9.0% | -3.6% |
| 7D | -3.6% | +28.2% | -31.8% | -5.5% |
| 30D | +4.4% | +15.5% | -11.1% | +3.0% |
| 3M | +25.4% | -1.4% | +26.7% | +24.4% |
| 6M | +33.4% | +37.4% | -4.0% | +28.0% |
| YTD | +65.6% | +47.8% | +17.8% | +57.2% |
| 1Y | +80.3% | +174.3% | -94.0% | +60.3% |
| 3Y | +42.1% | +598.5% | -556.3% | +8.6% |
| 5Y | -25.0% | +1,026.2% | -1,051.2% | -47.0% |
| All | +274.5% | +647.2% | -372.7% | +157.0% |
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 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