+43.4%
XRT vs SEI
+565.9%
-522.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +16.3% | -18.4% | -3.2% |
| 7D | -0.3% | +28.8% | -29.1% | -2.0% |
| 30D | -5.6% | +10.4% | -16.0% | -6.4% |
| 3M | +2.5% | -11.4% | +14.0% | +2.8% |
| 6M | +3.7% | +31.2% | -27.5% | +0.1% |
| YTD | +1.0% | +39.7% | -38.7% | -3.5% |
| 1Y | -1.2% | +149.0% | -150.2% | -10.9% |
| 3Y | +43.4% | +560.2% | -516.8% | +7.2% |
| All | +43.4% | +565.9% | -522.5% | +7.2% |
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 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