+298.9%
XYZ vs SEI
+606.2%
-307.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +16.3% | -19.5% | -6.4% |
| 7D | +2.9% | +28.8% | -26.0% | -2.6% |
| 30D | +1.4% | +10.4% | -9.0% | -1.3% |
| 3M | +14.6% | -11.4% | +26.0% | +14.7% |
| 6M | +20.8% | +31.2% | -10.4% | +9.5% |
| YTD | +23.1% | +39.7% | -16.7% | +8.5% |
| 1Y | +5.6% | +149.0% | -143.3% | -20.1% |
| 3Y | +50.9% | +560.2% | -509.3% | -21.2% |
| 5Y | -68.6% | +955.7% | -1,024.2% | -86.0% |
| All | +298.9% | +606.2% | -307.3% | +82.8% |
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