+72.4%
UBER vs SEI
+405.1%
-332.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.1% | -6.3% | -1.9% |
| 7D | -5.4% | +22.6% | -28.0% | -8.2% |
| 30D | -4.9% | +9.1% | -14.0% | -6.5% |
| 3M | +3.0% | -11.3% | +14.4% | +3.2% |
| 6M | -4.4% | +22.0% | -26.4% | -9.4% |
| YTD | -12.3% | +47.3% | -59.6% | -19.9% |
| 1Y | -24.3% | +124.8% | -149.1% | -35.9% |
| 3Y | +46.4% | +591.3% | -544.8% | -10.5% |
| 5Y | +79.7% | +1,008.2% | -928.5% | -11.6% |
| All | +72.4% | +405.1% | -332.7% | -4.6% |
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