+3.7%
VALE vs SEI
+18.6%
-14.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -16.9% | +21.0% | +5.5% |
| 7D | -0.3% | -16.4% | +16.1% | +0.9% |
| 30D | -19.2% | -22.9% | +3.7% | -17.7% |
| 3M | -20.7% | -0.3% | -20.4% | -21.8% |
| 6M | -25.8% | -22.3% | -3.5% | -25.1% |
| YTD | -9.8% | +26.2% | -35.9% | -14.3% |
| 1Y | +3.7% | +8.2% | -4.5% | -0.4% |
| All | +3.7% | +18.6% | -14.9% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling