+12.4%
AA vs SEI
+1,021.5%
-1,009.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.8% | -7.8% | -3.3% |
| 7D | -0.6% | +28.2% | -28.9% | -6.6% |
| 30D | -1.6% | +15.5% | -17.0% | -5.5% |
| 3M | -29.8% | -1.4% | -28.4% | -30.9% |
| 6M | -16.6% | +37.4% | -54.0% | -25.3% |
| YTD | -4.0% | +47.8% | -51.9% | -16.2% |
| 1Y | +63.5% | +174.3% | -110.8% | +20.6% |
| 3Y | +86.8% | +598.5% | -511.7% | -11.6% |
| 5Y | +12.4% | +1,026.2% | -1,013.8% | -58.1% |
| All | +12.4% | +1,021.5% | -1,009.2% | -58.1% |
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