+45.2%
UBER vs SEI
+597.1%
-551.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.8% | -8.6% | -3.0% |
| 7D | -7.0% | +28.2% | -35.3% | -8.0% |
| 30D | -8.9% | +15.5% | -24.4% | -9.6% |
| 3M | +1.0% | -1.4% | +2.4% | +0.7% |
| 6M | -3.7% | +37.4% | -41.2% | -6.0% |
| YTD | -13.0% | +47.8% | -60.8% | -15.7% |
| 1Y | -25.5% | +174.3% | -199.8% | -30.0% |
| All | +45.2% | +597.1% | -551.9% | +33.1% |
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 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