+54.9%
UAL vs SEI
+616.9%
-562.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.7% | -6.6% | -3.0% |
| 7D | +2.3% | +12.4% | -10.2% | -1.0% |
| 30D | +13.3% | -18.3% | +31.6% | +16.7% |
| 3M | -6.3% | +10.4% | -16.7% | -12.1% |
| 6M | +22.5% | -12.9% | +35.4% | +19.4% |
| YTD | +5.9% | +41.8% | -36.0% | -11.6% |
| 1Y | +24.7% | +30.3% | -5.6% | +5.6% |
| 3Y | +211.6% | +697.3% | -485.8% | +27.7% |
| 5Y | +130.6% | +877.0% | -746.4% | -22.4% |
| All | +54.9% | +616.9% | -562.0% | -51.3% |
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