+313.3%
TXN vs SEI
+608.3%
-295.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.1% | -0.3% |
| 7D | +2.0% | +20.7% | -18.7% | -1.1% |
| 30D | -8.0% | +9.1% | -17.1% | -9.5% |
| 3M | -7.8% | -6.0% | -1.8% | -7.7% |
| 6M | +32.4% | +18.9% | +13.5% | +27.7% |
| YTD | +51.7% | +40.1% | +11.6% | +42.0% |
| 1Y | +44.3% | +120.6% | -76.3% | +25.5% |
| 3Y | +71.3% | +562.1% | -490.9% | +15.3% |
| 5Y | +56.4% | +954.5% | -898.1% | -7.8% |
| All | +313.3% | +608.3% | -295.0% | +135.7% |
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