+33.0%
USB vs SEI
+22.6%
+10.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.4% | -5.9% | +2.4% |
| 7D | +0.8% | -4.3% | +5.0% | +0.7% |
| 30D | +6.8% | -18.0% | +24.8% | +7.1% |
| 3M | -3.8% | +8.2% | -12.0% | -4.4% |
| 6M | +11.7% | -13.9% | +25.6% | +11.2% |
| YTD | +17.5% | +37.0% | -19.6% | +12.0% |
| All | +33.0% | +22.6% | +10.4% | +27.5% |
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 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