+203.9%
XLI vs SEI
+644.4%
-440.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.1% | -4.0% | +0.3% |
| 7D | -1.7% | +22.6% | -24.2% | -4.7% |
| 30D | -7.3% | +9.1% | -16.4% | -8.8% |
| 3M | -1.3% | -11.3% | +10.0% | -0.9% |
| 6M | +2.2% | +22.0% | -19.8% | -2.8% |
| YTD | +11.7% | +47.3% | -35.6% | +2.5% |
| 1Y | +14.3% | +124.8% | -110.5% | -2.9% |
| 3Y | +70.3% | +591.3% | -520.9% | +8.1% |
| 5Y | +82.3% | +1,008.2% | -925.9% | -1.6% |
| All | +203.9% | +644.4% | -440.5% | +59.5% |
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