+149.1%
XRT vs SEI
+605.9%
-456.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.6% |
| 7D | +1.7% | +10.5% | -8.7% | +0.5% |
| 30D | +7.5% | -8.0% | +15.5% | +7.4% |
| 3M | +2.2% | +6.7% | -4.6% | -0.9% |
| 6M | +14.7% | -17.0% | +31.7% | +13.6% |
| YTD | +7.5% | +39.7% | -32.2% | -3.0% |
| 1Y | +14.1% | +43.2% | -29.1% | +2.0% |
| 3Y | +58.8% | +676.3% | -617.6% | -6.5% |
| 5Y | -3.9% | +891.0% | -894.9% | -49.4% |
| All | +149.1% | +605.9% | -456.8% | +25.7% |
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