+1.0%
XLU vs SEI
+18.6%
-17.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -16.9% | +17.3% | +0.7% |
| 7D | +2.6% | -16.4% | +19.1% | +2.9% |
| 30D | +9.1% | -22.9% | +32.0% | +9.6% |
| 3M | -0.4% | -0.3% | -0.1% | -0.8% |
| 6M | -4.7% | -22.3% | +17.7% | -4.6% |
| YTD | +4.3% | +26.2% | -21.9% | +1.9% |
| 1Y | +1.0% | +8.2% | -7.2% | -1.1% |
| All | +1.0% | +18.6% | -17.6% | -1.1% |
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