+19.3%
TPR vs SEI
+18.6%
+0.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -16.9% | +20.5% | +3.8% |
| 7D | +12.6% | -16.4% | +29.1% | +12.9% |
| 30D | +7.1% | -22.9% | +30.0% | +7.6% |
| 3M | -19.4% | -0.3% | -19.1% | -20.0% |
| 6M | -9.7% | -22.3% | +12.6% | -9.2% |
| YTD | -1.0% | +26.2% | -27.2% | -5.1% |
| 1Y | +19.3% | +8.2% | +11.1% | +14.7% |
| All | +19.3% | +18.6% | +0.7% | +14.7% |
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