+40.2%
UAL vs SEI
+647.2%
-607.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.8% | -2.5% |
| 7D | -1.1% | +28.2% | -29.4% | -7.9% |
| 30D | -13.4% | +15.5% | -28.9% | -17.4% |
| 3M | -2.3% | -1.4% | -0.9% | -4.4% |
| 6M | +13.3% | +37.4% | -24.1% | -0.4% |
| YTD | -4.2% | +47.8% | -52.0% | -18.5% |
| 1Y | +1.4% | +174.3% | -172.9% | -29.4% |
| 3Y | +125.8% | +598.5% | -472.7% | -0.5% |
| 5Y | +130.0% | +1,026.2% | -896.2% | -24.9% |
| All | +40.2% | +647.2% | -607.0% | -55.1% |
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 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