+34.4%
UNP vs SEI
+134.3%
-99.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.1% | -5.6% | -0.4% |
| 7D | -1.8% | +22.6% | -24.4% | -1.5% |
| 30D | -2.7% | +9.1% | -11.8% | -2.5% |
| 3M | +6.5% | -11.3% | +17.8% | +6.6% |
| 6M | +14.4% | +22.0% | -7.6% | +13.9% |
| YTD | +24.8% | +47.3% | -22.5% | +23.9% |
| 1Y | +34.4% | +124.8% | -90.3% | +27.8% |
| All | +34.4% | +134.3% | -99.9% | +27.8% |
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 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