+17.8%
YUM vs SEI
+594.6%
-576.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.1% | -7.2% | -2.0% |
| 7D | -6.1% | +22.6% | -28.6% | -5.8% |
| 30D | -5.8% | +9.1% | -14.9% | -5.6% |
| 3M | -7.6% | -11.3% | +3.7% | -7.6% |
| 6M | -9.1% | +22.0% | -31.2% | -9.0% |
| YTD | -5.5% | +47.3% | -52.8% | -5.3% |
| 1Y | -3.7% | +124.8% | -128.5% | -3.6% |
| 3Y | +17.8% | +591.3% | -573.5% | +13.0% |
| All | +17.8% | +594.6% | -576.8% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling