+5.2%
XYZ vs SEI
+162.2%
-157.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.7% | -1.1% |
| 7D | -3.7% | +28.2% | -31.9% | -4.7% |
| 30D | +0.5% | +15.5% | -14.9% | -0.2% |
| 3M | +16.3% | -1.4% | +17.6% | +15.8% |
| 6M | +21.1% | +37.4% | -16.3% | +16.4% |
| YTD | +22.0% | +47.8% | -25.8% | +14.8% |
| 1Y | +5.2% | +174.3% | -169.1% | -5.4% |
| All | +5.2% | +162.2% | -157.0% | -5.4% |
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