-17.4%
AA vs SEI
+889.7%
-907.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | +0.5% | +10.5% | -9.9% | -1.7% |
| 30D | -0.6% | -8.0% | +7.4% | -0.2% |
| 3M | -19.7% | +6.7% | -26.4% | -23.0% |
| 6M | -41.6% | -17.0% | -24.6% | -41.5% |
| YTD | -24.6% | +39.7% | -64.3% | -34.7% |
| 1Y | +4.9% | +43.2% | -38.3% | -10.2% |
| 3Y | +66.8% | +676.3% | -609.5% | -26.1% |
| All | -17.4% | +889.7% | -907.1% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling