+271.5%
TRGP vs SEI
+560.9%
-289.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.2% | +5.4% | +0.8% |
| 7D | -0.6% | +20.7% | -21.2% | -2.8% |
| 30D | +10.0% | +9.1% | +0.9% | +8.4% |
| 3M | +7.6% | -6.0% | +13.6% | +7.0% |
| 6M | +26.8% | +18.9% | +7.9% | +21.4% |
| YTD | +60.6% | +40.1% | +20.4% | +48.9% |
| 1Y | +82.5% | +120.6% | -38.2% | +54.7% |
| All | +271.5% | +560.9% | -289.3% | +165.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling