+271.1%
TRV vs SEI
+647.2%
-376.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.8% | -5.5% | -0.2% |
| 7D | +0.2% | +28.2% | -28.1% | -2.2% |
| 30D | -2.3% | +15.5% | -17.8% | -3.9% |
| 3M | +22.7% | -1.4% | +24.1% | +21.5% |
| 6M | +21.9% | +37.4% | -15.5% | +15.7% |
| YTD | +27.5% | +47.8% | -20.4% | +19.0% |
| 1Y | +36.2% | +174.3% | -138.1% | +16.4% |
| 3Y | +140.6% | +598.5% | -457.9% | +62.2% |
| 5Y | +154.5% | +1,026.2% | -871.7% | +48.2% |
| All | +271.1% | +647.2% | -376.1% | +108.9% |
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