+34.3%
TRV vs SEI
+105.8%
-71.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.8% | -1.1% |
| 7D | -0.1% | +10.2% | -10.4% | +0.5% |
| 30D | -3.4% | -1.0% | -2.4% | -3.4% |
| 3M | +26.4% | -27.9% | +54.3% | +25.0% |
| 6M | +19.3% | +10.4% | +8.9% | +20.5% |
| YTD | +28.3% | +20.1% | +8.2% | +30.1% |
| 1Y | +34.3% | +109.7% | -75.4% | +33.7% |
| All | +34.3% | +105.8% | -71.6% | +33.7% |
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