+25.8%
TMO vs SEI
+105.8%
-80.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.2% | -0.7% |
| 7D | -1.4% | +10.2% | -11.6% | -1.2% |
| 30D | +6.2% | -1.0% | +7.2% | +6.1% |
| 3M | +27.5% | -27.9% | +55.4% | +27.2% |
| 6M | +20.0% | +10.4% | +9.6% | +17.4% |
| YTD | +6.1% | +20.1% | -14.0% | +3.6% |
| 1Y | +25.8% | +109.7% | -83.9% | +23.3% |
| All | +25.8% | +105.8% | -80.0% | +23.3% |
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