+43.1%
UAL vs SEI
+605.9%
-562.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.5% |
| 7D | -3.0% | +10.5% | -13.5% | -5.4% |
| 30D | +10.5% | -8.0% | +18.5% | +10.4% |
| 3M | -13.5% | +6.7% | -20.2% | -18.0% |
| 6M | +14.2% | -17.0% | +31.2% | +12.8% |
| YTD | -2.2% | +39.7% | -41.9% | -18.0% |
| 1Y | +12.5% | +43.2% | -30.7% | -7.1% |
| 3Y | +186.8% | +676.3% | -489.5% | +18.4% |
| 5Y | +119.4% | +891.0% | -771.7% | -26.8% |
| All | +43.1% | +605.9% | -562.9% | -54.8% |
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