+5.0%
UAL vs SEI
+105.8%
-100.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.4% | -0.9% | +2.0% |
| 7D | +0.7% | +10.2% | -9.5% | -0.8% |
| 30D | -16.1% | -1.0% | -15.1% | -16.1% |
| 3M | +6.1% | -27.9% | +34.1% | +10.0% |
| 6M | +10.8% | +10.4% | +0.5% | +5.4% |
| YTD | -0.4% | +20.1% | -20.5% | -7.2% |
| 1Y | +5.0% | +109.7% | -104.7% | -10.1% |
| All | +5.0% | +105.8% | -100.8% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling