+145.0%
TT vs SEI
+924.7%
-779.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +16.3% | -16.7% | -2.0% |
| 7D | +1.6% | +28.8% | -27.3% | -1.0% |
| 30D | -7.3% | +10.4% | -17.7% | -8.4% |
| 3M | -2.6% | -11.4% | +8.8% | -2.2% |
| 6M | +5.9% | +31.2% | -25.3% | +2.2% |
| YTD | +15.4% | +39.7% | -24.3% | +10.4% |
| 1Y | +8.2% | +149.0% | -140.7% | -1.9% |
| 3Y | +122.7% | +560.2% | -437.5% | +84.4% |
| 5Y | +145.0% | +955.7% | -810.7% | +105.0% |
| All | +145.0% | +924.7% | -779.7% | +105.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling