+656.5%
TT vs SEI
+507.3%
+149.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.4% |
| 7D | 0.0% | +10.2% | -10.2% | -1.3% |
| 30D | -7.2% | -1.0% | -6.1% | -7.2% |
| 3M | -3.0% | -27.9% | +25.0% | +0.2% |
| 6M | +1.4% | +10.4% | -9.0% | -1.4% |
| YTD | +15.9% | +20.1% | -4.2% | +10.9% |
| 1Y | +9.4% | +109.7% | -100.3% | -3.6% |
| 3Y | +124.4% | +458.6% | -334.3% | +61.9% |
| 5Y | +138.0% | +775.3% | -637.3% | +51.2% |
| All | +656.5% | +507.3% | +149.3% | +352.1% |
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