+49.9%
TRV vs SEI
+18.6%
+31.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -16.9% | +20.4% | +2.1% |
| 7D | +3.9% | -16.4% | +20.3% | +2.5% |
| 30D | +13.5% | -22.9% | +36.3% | +11.7% |
| 3M | +8.9% | -0.3% | +9.2% | +9.8% |
| 6M | +36.8% | -22.3% | +59.1% | +36.4% |
| YTD | +42.7% | +26.2% | +16.5% | +48.3% |
| 1Y | +49.9% | +8.2% | +41.6% | +54.2% |
| All | +49.9% | +18.6% | +31.3% | +54.2% |
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 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