+81.9%
UBER vs SEI
+950.2%
-868.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +2.4% |
| 7D | -4.5% | +20.7% | -25.1% | -5.9% |
| 30D | -7.6% | +9.1% | -16.7% | -8.5% |
| 3M | +5.8% | -6.0% | +11.8% | +5.4% |
| 6M | +0.3% | +18.9% | -18.7% | -2.5% |
| YTD | -11.2% | +40.1% | -51.3% | -15.3% |
| 1Y | -23.0% | +120.6% | -143.6% | -29.6% |
| 3Y | +53.6% | +562.1% | -508.5% | +18.3% |
| 5Y | +81.9% | +954.5% | -872.6% | +19.1% |
| All | +81.9% | +950.2% | -868.3% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling