+57.4%
AA vs SEI
+147.4%
-90.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.2% | +0.4% | -3.7% |
| 7D | -5.4% | +20.7% | -26.0% | -9.4% |
| 30D | -10.7% | +9.1% | -19.8% | -12.8% |
| 3M | -26.2% | -6.0% | -20.2% | -26.3% |
| 6M | -20.9% | +18.9% | -39.9% | -26.0% |
| YTD | -8.6% | +40.1% | -48.8% | -18.5% |
| 1Y | +57.4% | +120.6% | -63.2% | +26.9% |
| All | +57.4% | +147.4% | -90.0% | +26.9% |
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