-38.4%
U vs SEI
+1,038.2%
-1,076.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.1% | -0.3% |
| 7D | 0.0% | +20.7% | -20.7% | -3.1% |
| 30D | -4.1% | +9.1% | -13.2% | -5.9% |
| 3M | +57.8% | -6.0% | +63.8% | +56.8% |
| 6M | +103.5% | +18.9% | +84.6% | +92.3% |
| YTD | -4.8% | +40.1% | -44.9% | -13.3% |
| 1Y | -2.4% | +120.6% | -123.0% | -18.2% |
| 3Y | +11.7% | +562.1% | -550.5% | -25.2% |
| 5Y | -68.9% | +954.5% | -1,023.3% | -78.5% |
| All | -38.4% | +1,038.2% | -1,076.7% | -43.4% |
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