+171.8%
UNH vs SEI
+606.2%
-434.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +16.3% | -15.4% | 0.0% |
| 7D | +1.1% | +28.8% | -27.7% | -0.3% |
| 30D | -1.5% | +10.4% | -11.9% | -2.2% |
| 3M | -0.8% | -11.4% | +10.6% | -0.8% |
| 6M | +41.8% | +31.2% | +10.6% | +38.3% |
| YTD | +23.1% | +39.7% | -16.6% | +19.3% |
| 1Y | +28.5% | +149.0% | -120.5% | +19.6% |
| 3Y | -11.8% | +560.2% | -571.9% | -29.7% |
| 5Y | +5.3% | +955.7% | -950.3% | -23.6% |
| All | +171.8% | +606.2% | -434.4% | +89.0% |
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 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