+22.7%
USB vs SEI
+606.4%
-583.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.3% | +10.2% | -0.7% |
| 7D | -1.5% | -26.9% | +25.4% | +1.8% |
| 30D | +4.3% | -36.6% | +40.9% | +9.1% |
| 3M | -6.1% | -8.9% | +2.8% | -6.8% |
| 6M | +9.4% | -33.0% | +42.4% | +11.6% |
| YTD | +15.2% | +10.6% | +4.5% | +7.6% |
| 1Y | +32.8% | -4.7% | +37.4% | +26.1% |
| 3Y | +91.3% | +487.9% | -396.6% | +16.0% |
| 5Y | +22.7% | +615.7% | -593.0% | -33.5% |
| All | +22.7% | +606.4% | -583.7% | -33.5% |
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