+206.7%
UAL vs SEI
+565.5%
-358.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +14.3% | -12.2% | -0.1% |
| 7D | +8.2% | -18.3% | +26.4% | +10.6% |
| 30D | +2.3% | -24.4% | +26.8% | +5.4% |
| 3M | -12.7% | +1.5% | -14.2% | -14.9% |
| 6M | +12.7% | -25.1% | +37.8% | +13.8% |
| YTD | +0.8% | +26.4% | -25.6% | -8.1% |
| 1Y | +17.8% | +8.9% | +8.9% | +9.4% |
| 3Y | +206.7% | +586.7% | -380.0% | +117.8% |
| All | +206.7% | +565.5% | -358.8% | +117.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling