+128.3%
XRT vs SEI
+608.3%
-480.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.2% | +4.4% | -0.1% |
| 7D | -3.6% | +20.7% | -24.2% | -6.3% |
| 30D | -6.7% | +9.1% | -15.8% | -8.3% |
| 3M | -1.4% | -6.0% | +4.6% | -2.1% |
| 6M | +1.7% | +18.9% | -17.2% | -3.5% |
| YTD | -1.5% | +40.1% | -41.6% | -9.6% |
| 1Y | -2.5% | +120.6% | -123.1% | -17.8% |
| 3Y | +39.9% | +562.1% | -522.2% | -13.6% |
| 5Y | -2.6% | +954.5% | -957.1% | -48.7% |
| All | +128.3% | +608.3% | -480.0% | +17.2% |
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