-39.0%
U vs SEI
+875.9%
-914.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.5% |
| 7D | -3.8% | +10.2% | -14.1% | -5.3% |
| 30D | +17.5% | -1.0% | +18.5% | +17.3% |
| 3M | +38.7% | -27.9% | +66.7% | +43.9% |
| 6M | +104.4% | +10.4% | +94.0% | +95.4% |
| YTD | -5.7% | +20.1% | -25.8% | -11.9% |
| 1Y | +3.7% | +109.7% | -106.0% | -12.7% |
| 3Y | +12.3% | +458.6% | -446.3% | -22.7% |
| 5Y | -68.8% | +775.3% | -844.1% | -78.0% |
| All | -39.0% | +875.9% | -914.9% | -42.4% |
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 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