+121.7%
XEL vs SEI
+647.2%
-525.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.7% | -1.1% |
| 7D | +0.9% | +28.2% | -27.3% | +0.1% |
| 30D | -0.9% | +15.5% | -16.4% | -1.4% |
| 3M | -1.4% | -1.4% | 0.0% | -1.7% |
| 6M | -5.8% | +37.4% | -43.2% | -7.4% |
| YTD | +4.7% | +47.8% | -43.1% | +2.5% |
| 1Y | +9.1% | +174.3% | -165.2% | +3.9% |
| 3Y | +47.8% | +598.5% | -550.6% | +31.1% |
| 5Y | +29.0% | +1,026.2% | -997.2% | +9.9% |
| All | +121.7% | +647.2% | -525.5% | +77.4% |
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 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