+277.1%
TPR vs SEI
+539.1%
-262.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +14.3% | -15.3% | -3.9% |
| 7D | +14.2% | -18.3% | +32.5% | +17.6% |
| 30D | +17.1% | -24.4% | +41.5% | +21.4% |
| 3M | -17.7% | +1.5% | -19.2% | -21.1% |
| 6M | -10.2% | -25.1% | +15.0% | -9.7% |
| YTD | +4.9% | +26.4% | -21.5% | -9.1% |
| 1Y | +36.1% | +8.9% | +27.2% | +21.1% |
| 3Y | +416.5% | +586.7% | -170.2% | +134.1% |
| 5Y | +254.8% | +717.9% | -463.1% | +35.2% |
| All | +277.1% | +539.1% | -262.1% | +31.0% |
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