+923.3%
URI vs SEI
+584.5%
+338.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | -6.0% | -10.8% | +4.8% | -3.8% |
| 30D | +4.6% | -19.0% | +23.6% | +8.4% |
| 3M | -2.7% | +5.8% | -8.5% | -7.0% |
| 6M | +18.4% | -14.9% | +33.3% | +17.1% |
| YTD | +37.4% | +35.4% | +1.9% | +16.4% |
| 1Y | +30.4% | +23.9% | +6.5% | +12.3% |
| 3Y | +147.9% | +661.3% | -513.4% | -1.1% |
| 5Y | +202.1% | +822.2% | -620.2% | +0.4% |
| All | +923.3% | +584.5% | +338.9% | +240.5% |
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