+86.6%
AA vs SEI
+558.9%
-472.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +16.3% | -12.7% | +0.6% |
| 7D | +1.7% | +28.8% | -27.2% | -3.2% |
| 30D | +3.3% | +10.4% | -7.0% | +1.0% |
| 3M | -29.4% | -11.4% | -18.0% | -28.8% |
| 6M | -12.8% | +31.2% | -44.0% | -18.9% |
| YTD | -2.1% | +39.7% | -41.8% | -10.3% |
| 1Y | +62.8% | +149.0% | -86.2% | +33.8% |
| All | +86.6% | +558.9% | -472.3% | +18.2% |
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