+75.0%
USB vs SEI
+507.3%
-432.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.9% |
| 7D | +1.4% | +10.2% | -8.8% | -0.4% |
| 30D | -1.3% | -1.0% | -0.3% | -1.4% |
| 3M | +15.2% | -27.9% | +43.2% | +20.1% |
| 6M | +18.8% | +10.4% | +8.4% | +12.6% |
| YTD | +21.0% | +20.1% | +0.9% | +11.3% |
| 1Y | +34.0% | +109.7% | -75.7% | +7.1% |
| 3Y | +95.3% | +458.6% | -363.3% | +7.8% |
| 5Y | +40.4% | +775.3% | -734.9% | -36.4% |
| All | +75.0% | +507.3% | -432.2% | -24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling