+309.7%
XYZ vs SEI
+613.6%
-303.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -4.0% |
| 7D | -2.1% | +27.6% | -29.7% | -6.5% |
| 30D | +7.0% | -17.1% | +24.2% | +8.8% |
| 3M | +5.1% | +4.6% | +0.5% | +0.8% |
| 6M | +14.1% | -15.1% | +29.1% | +11.8% |
| YTD | +26.4% | +41.2% | -14.8% | +8.3% |
| 1Y | +25.1% | +37.5% | -12.5% | +7.0% |
| 3Y | +59.7% | +693.7% | -633.9% | -22.4% |
| 5Y | -63.8% | +901.7% | -965.6% | -84.0% |
| All | +309.7% | +613.6% | -303.9% | +82.5% |
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