+92.5%
USB vs SEI
+482.3%
-389.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.3% | +10.2% | -1.1% |
| 7D | -1.5% | -26.9% | +25.4% | +0.8% |
| 30D | +4.3% | -36.6% | +40.9% | +7.7% |
| 3M | -6.1% | -8.9% | +2.8% | -6.7% |
| 6M | +9.4% | -33.0% | +42.4% | +11.0% |
| YTD | +15.2% | +10.6% | +4.5% | +9.2% |
| 1Y | +32.8% | -4.7% | +37.4% | +27.5% |
| All | +92.5% | +482.3% | -389.8% | +32.0% |
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