+119.7%
XEL vs SEI
+644.4%
-524.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | 0.0% |
| 7D | -0.3% | +22.6% | -22.9% | -1.0% |
| 30D | -3.9% | +9.1% | -13.0% | -4.3% |
| 3M | -2.8% | -11.3% | +8.5% | -2.7% |
| 6M | -5.4% | +22.0% | -27.4% | -6.6% |
| YTD | +3.8% | +47.3% | -43.5% | +1.6% |
| 1Y | +6.8% | +124.8% | -117.9% | +2.6% |
| 3Y | +45.6% | +591.3% | -545.7% | +29.1% |
| 5Y | +30.7% | +1,008.2% | -977.5% | +11.5% |
| All | +119.7% | +644.4% | -524.8% | +75.8% |
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