+835.3%
URI vs SEI
+507.3%
+328.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.8% | +0.7% |
| 7D | -2.0% | +10.2% | -12.2% | -4.5% |
| 30D | -12.9% | -1.0% | -11.9% | -13.0% |
| 3M | -6.7% | -27.9% | +21.2% | -0.8% |
| 6M | +19.0% | +10.4% | +8.6% | +11.6% |
| YTD | +25.5% | +20.1% | +5.4% | +12.8% |
| 1Y | +5.5% | +109.7% | -104.2% | -21.3% |
| 3Y | +111.3% | +458.6% | -347.3% | -4.7% |
| 5Y | +198.6% | +775.3% | -576.7% | +1.7% |
| All | +835.3% | +507.3% | +328.0% | +229.9% |
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 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