+642.9%
TT vs SEI
+608.3%
+34.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.2% | +4.2% | -0.3% |
| 7D | -1.0% | +20.7% | -21.6% | -3.5% |
| 30D | -8.9% | +9.1% | -18.0% | -10.3% |
| 3M | -1.8% | -6.0% | +4.2% | -2.1% |
| 6M | +1.9% | +18.9% | -17.0% | -2.0% |
| YTD | +13.8% | +40.1% | -26.3% | +6.5% |
| 1Y | +6.1% | +120.6% | -114.5% | -7.1% |
| 3Y | +119.6% | +562.1% | -442.6% | +54.7% |
| 5Y | +145.9% | +954.5% | -808.6% | +51.9% |
| All | +642.9% | +608.3% | +34.6% | +334.4% |
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