+91.5%
USB vs SEI
+565.5%
-473.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +14.3% | -14.8% | -1.7% |
| 7D | 0.0% | -18.3% | +18.3% | +1.3% |
| 30D | +5.8% | -24.4% | +30.3% | +7.6% |
| 3M | -6.0% | +1.5% | -7.5% | -7.4% |
| 6M | +7.8% | -25.1% | +32.9% | +8.3% |
| YTD | +14.6% | +26.4% | -11.9% | +7.4% |
| 1Y | +31.8% | +8.9% | +22.9% | +25.1% |
| 3Y | +91.5% | +586.7% | -495.1% | +29.8% |
| All | +91.5% | +565.5% | -473.9% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling