+9.3%
XYZ vs SEI
+105.8%
-96.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.4% | -4.2% | -0.9% |
| 7D | -1.0% | +10.2% | -11.2% | -1.4% |
| 30D | -1.7% | -1.0% | -0.7% | -1.9% |
| 3M | +16.7% | -27.9% | +44.7% | +18.0% |
| 6M | +26.9% | +10.4% | +16.5% | +23.1% |
| YTD | +27.1% | +20.1% | +7.0% | +20.8% |
| 1Y | +9.3% | +109.7% | -100.5% | -2.2% |
| All | +9.3% | +105.8% | -96.6% | -2.2% |
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 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