+341.0%
XYZ vs SEI
+592.7%
-251.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.4% | -4.8% | +2.1% |
| 7D | +14.9% | -4.3% | +19.2% | +14.5% |
| 30D | +14.7% | -18.0% | +32.7% | +16.7% |
| 3M | +12.1% | +8.2% | +3.9% | +6.7% |
| 6M | +18.3% | -13.9% | +32.2% | +15.5% |
| YTD | +36.1% | +37.0% | -1.0% | +17.3% |
| 1Y | +35.3% | +24.5% | +10.8% | +18.2% |
| 3Y | +73.5% | +681.1% | -607.6% | -15.5% |
| 5Y | -61.6% | +787.5% | -849.1% | -82.6% |
| All | +341.0% | +592.7% | -251.6% | +97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling