+12.3%
XLI vs SEI
+18.6%
-6.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -16.9% | +15.8% | +0.4% |
| 7D | +0.6% | -16.4% | +17.0% | +2.0% |
| 30D | -0.4% | -22.9% | +22.5% | +1.4% |
| 3M | -8.8% | -0.3% | -8.6% | -9.8% |
| 6M | -0.4% | -22.3% | +21.9% | +0.5% |
| YTD | +10.1% | +26.2% | -16.0% | +4.2% |
| 1Y | +12.3% | +8.2% | +4.1% | +7.3% |
| All | +12.3% | +18.6% | -6.3% | +7.3% |
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 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