+41.2%
USB vs SEI
+770.7%
-729.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.7% |
| 7D | +1.4% | +10.2% | -8.8% | +0.1% |
| 30D | -1.3% | -1.0% | -0.3% | -1.4% |
| 3M | +15.2% | -27.9% | +43.2% | +18.8% |
| 6M | +18.8% | +10.4% | +8.4% | +14.2% |
| YTD | +21.0% | +20.1% | +0.9% | +13.8% |
| 1Y | +34.0% | +109.7% | -75.7% | +13.3% |
| 3Y | +95.3% | +458.6% | -363.3% | +22.0% |
| All | +41.2% | +770.7% | -729.5% | -28.2% |
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