+24.5%
USB vs SEI
+867.5%
-843.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +1.2% | +27.6% | -26.4% | -1.8% |
| 30D | +6.3% | -17.1% | +23.4% | +7.6% |
| 3M | -6.1% | +4.6% | -10.7% | -8.3% |
| 6M | +13.0% | -15.1% | +28.1% | +12.0% |
| YTD | +16.6% | +41.2% | -24.6% | +5.7% |
| 1Y | +31.1% | +37.5% | -6.4% | +18.7% |
| 3Y | +100.9% | +693.7% | -592.8% | +16.5% |
| 5Y | +24.5% | +901.7% | -877.2% | -37.5% |
| All | +24.5% | +867.5% | -843.0% | -37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling