+278.6%
TPR vs SEI
+616.9%
-338.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.7% | -6.4% | -2.6% |
| 7D | +6.4% | +12.4% | -6.0% | +3.2% |
| 30D | +13.8% | -18.3% | +32.0% | +16.1% |
| 3M | -16.6% | +10.4% | -27.1% | -21.5% |
| 6M | +0.7% | -12.9% | +13.5% | -2.2% |
| YTD | +5.3% | +41.8% | -36.5% | -11.0% |
| 1Y | +32.4% | +30.3% | +2.1% | +13.2% |
| 3Y | +406.4% | +697.3% | -291.0% | +121.7% |
| 5Y | +227.9% | +877.0% | -649.0% | +19.3% |
| All | +278.6% | +616.9% | -338.3% | +28.4% |
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