+207.2%
UMC vs SEI
+105.8%
+101.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.1% | +3.9% |
| 7D | +5.0% | +10.2% | -5.3% | +2.7% |
| 30D | +7.7% | -1.0% | +8.7% | +7.7% |
| 3M | +1.7% | -27.9% | +29.6% | +6.0% |
| 6M | +113.9% | +10.4% | +103.5% | +114.6% |
| YTD | +168.9% | +20.1% | +148.8% | +165.1% |
| 1Y | +207.2% | +109.7% | +97.5% | +205.0% |
| All | +207.2% | +105.8% | +101.4% | +205.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling