+120.4%
XLK vs SEI
+594.6%
-474.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | +0.6% |
| 7D | +0.2% | +22.6% | -22.4% | -2.9% |
| 30D | -0.6% | +9.1% | -9.7% | -2.2% |
| 3M | +2.6% | -11.3% | +13.9% | +3.1% |
| 6M | +34.0% | +22.0% | +11.9% | +28.7% |
| YTD | +30.7% | +47.3% | -16.6% | +22.0% |
| 1Y | +39.2% | +124.8% | -85.6% | +23.1% |
| 3Y | +120.4% | +591.3% | -470.9% | +73.0% |
| All | +120.4% | +594.6% | -474.1% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling