+216.9%
UNP vs SEI
+644.4%
-427.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.1% | -5.6% | -1.0% |
| 7D | -1.8% | +22.6% | -24.4% | -4.2% |
| 30D | -2.7% | +9.1% | -11.8% | -4.0% |
| 3M | +6.5% | -11.3% | +17.8% | +6.7% |
| 6M | +14.4% | +22.0% | -7.6% | +9.3% |
| YTD | +24.8% | +47.3% | -22.5% | +15.5% |
| 1Y | +34.4% | +124.8% | -90.3% | +16.1% |
| 3Y | +43.6% | +591.3% | -547.7% | -6.2% |
| 5Y | +53.2% | +1,008.2% | -955.0% | -14.6% |
| All | +216.9% | +644.4% | -427.5% | +72.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling