+98.3%
USB vs SEI
+453.4%
-355.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.6% |
| 7D | +1.4% | +10.2% | -8.8% | +0.4% |
| 30D | -1.3% | -1.0% | -0.3% | -1.3% |
| 3M | +15.2% | -27.9% | +43.2% | +18.0% |
| 6M | +18.8% | +10.4% | +8.4% | +15.0% |
| YTD | +21.0% | +20.1% | +0.9% | +15.1% |
| 1Y | +34.0% | +109.7% | -75.7% | +16.8% |
| All | +98.3% | +453.4% | -355.2% | +36.7% |
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