+32.6%
XYZ vs SEI
+22.6%
+10.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.4% | -4.8% | +3.7% |
| 7D | +14.9% | -4.3% | +19.2% | +14.4% |
| 30D | +14.7% | -18.0% | +32.7% | +14.4% |
| 3M | +12.1% | +8.2% | +3.9% | +11.1% |
| 6M | +18.3% | -13.9% | +32.2% | +17.7% |
| YTD | +36.1% | +37.0% | -1.0% | +28.6% |
| All | +32.6% | +22.6% | +10.0% | +24.0% |
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