+270.5%
VALE vs SEI
+644.4%
-373.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.2% |
| 7D | -0.3% | +22.6% | -22.8% | -4.1% |
| 30D | +8.6% | +9.1% | -0.5% | +6.4% |
| 3M | +2.0% | -11.3% | +13.3% | +2.5% |
| 6M | +2.1% | +22.0% | -19.9% | -4.2% |
| YTD | +20.2% | +47.3% | -27.1% | +7.9% |
| 1Y | +55.2% | +124.8% | -69.6% | +26.5% |
| 3Y | +45.9% | +591.3% | -545.4% | -20.9% |
| 5Y | +41.4% | +1,008.2% | -966.8% | -38.2% |
| All | +270.5% | +644.4% | -373.9% | +58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling