+724.5%
TRGP vs SEI
+647.2%
+77.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.8% | -2.8% |
| 7D | -0.7% | +28.2% | -28.9% | -8.5% |
| 30D | +9.5% | +15.5% | -6.0% | +3.5% |
| 3M | +10.8% | -1.4% | +12.2% | +7.0% |
| 6M | +25.3% | +37.4% | -12.1% | +5.8% |
| YTD | +60.3% | +47.8% | +12.4% | +29.0% |
| 1Y | +84.6% | +174.3% | -89.7% | +13.5% |
| 3Y | +264.4% | +598.5% | -334.1% | +17.5% |
| 5Y | +636.6% | +1,026.2% | -389.6% | +64.5% |
| All | +724.5% | +647.2% | +77.4% | +109.2% |
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