+42.8%
TSM vs SEI
+35.9%
+6.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | +6.2% | +10.5% | -4.3% | +3.1% |
| 30D | -7.3% | -8.0% | +0.7% | -6.5% |
| 3M | -7.1% | +6.7% | -13.9% | -11.5% |
| 6M | +0.2% | -17.0% | +17.3% | +1.3% |
| YTD | +32.2% | +39.7% | -7.4% | +13.0% |
| 1Y | +42.8% | +43.2% | -0.4% | +20.3% |
| All | +42.8% | +35.9% | +6.9% | +20.3% |
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