+210.4%
URI vs SEI
+924.7%
-714.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +16.3% | -15.8% | -2.3% |
| 7D | +2.5% | +28.8% | -26.3% | -2.2% |
| 30D | -12.5% | +10.4% | -22.9% | -14.4% |
| 3M | -6.2% | -11.4% | +5.2% | -5.7% |
| 6M | +25.9% | +31.2% | -5.3% | +17.1% |
| YTD | +26.2% | +39.7% | -13.5% | +14.6% |
| 1Y | +5.5% | +149.0% | -143.5% | -15.7% |
| 3Y | +125.0% | +560.2% | -435.2% | +27.8% |
| 5Y | +210.4% | +955.7% | -745.3% | +45.9% |
| All | +210.4% | +924.7% | -714.3% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling