-73.3%
U vs SEI
+889.7%
-963.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.1% | +6.3% | +5.4% |
| 7D | +2.6% | +10.5% | -7.9% | +0.7% |
| 30D | +27.6% | -8.0% | +35.6% | +27.4% |
| 3M | +15.3% | +6.7% | +8.6% | +11.0% |
| 6M | +96.4% | -17.0% | +113.4% | +94.9% |
| YTD | +19.6% | +39.7% | -20.1% | +4.1% |
| 1Y | +42.1% | +43.2% | -1.1% | +22.7% |
| 3Y | +87.5% | +676.3% | -588.8% | -0.5% |
| All | -73.3% | +889.7% | -963.0% | -86.6% |
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