+75.9%
UBER vs SEI
+379.1%
-303.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +16.3% | -19.8% | -5.6% |
| 7D | -2.8% | +28.8% | -31.7% | -6.2% |
| 30D | -2.5% | +10.4% | -12.9% | -4.3% |
| 3M | +4.4% | -11.4% | +15.8% | +4.5% |
| 6M | -2.7% | +31.2% | -33.8% | -8.8% |
| YTD | -10.5% | +39.7% | -50.2% | -17.7% |
| 1Y | -22.5% | +149.0% | -171.5% | -35.6% |
| 3Y | +54.8% | +560.2% | -505.4% | -4.8% |
| 5Y | +82.5% | +955.7% | -873.2% | -9.7% |
| All | +75.9% | +379.1% | -303.2% | -1.9% |
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