+19.5%
UL vs SEI
+560.9%
-541.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.2% | +3.8% | -1.6% |
| 7D | -4.1% | +20.7% | -24.7% | -3.4% |
| 30D | -1.2% | +9.1% | -10.3% | -0.8% |
| 3M | +6.0% | -6.0% | +12.0% | +6.3% |
| 6M | -5.5% | +18.9% | -24.4% | -4.8% |
| YTD | -3.3% | +40.1% | -43.5% | -2.3% |
| 1Y | -9.8% | +120.6% | -130.4% | -8.1% |
| All | +19.5% | +560.9% | -541.4% | +14.5% |
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