+280.8%
TRV vs SEI
+644.4%
-363.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.1% | -3.0% | +1.6% |
| 7D | +1.9% | +22.6% | -20.7% | -0.1% |
| 30D | +1.7% | +9.1% | -7.4% | +0.6% |
| 3M | +23.9% | -11.3% | +35.2% | +24.1% |
| 6M | +26.3% | +22.0% | +4.3% | +21.4% |
| YTD | +30.8% | +47.3% | -16.5% | +22.2% |
| 1Y | +36.3% | +124.8% | -88.4% | +19.5% |
| 3Y | +145.0% | +591.3% | -446.3% | +65.4% |
| 5Y | +163.9% | +1,008.2% | -844.3% | +54.0% |
| All | +280.8% | +644.4% | -363.6% | +114.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling