+46.4%
UL vs SEI
+606.2%
-559.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +16.3% | -17.3% | -1.4% |
| 7D | -1.3% | +28.8% | -30.2% | -1.9% |
| 30D | +0.9% | +10.4% | -9.4% | +0.6% |
| 3M | +14.2% | -11.4% | +25.7% | +14.3% |
| 6M | -3.2% | +31.2% | -34.4% | -4.7% |
| YTD | -0.3% | +39.7% | -40.0% | -2.3% |
| 1Y | -8.8% | +149.0% | -157.7% | -13.1% |
| 3Y | +23.9% | +560.2% | -536.3% | +6.3% |
| 5Y | +21.4% | +955.7% | -934.3% | -2.7% |
| All | +46.4% | +606.2% | -559.8% | +12.8% |
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