-8.4%
AAL vs SEI
+558.9%
-567.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +16.3% | -18.0% | -3.9% |
| 7D | -0.3% | +28.8% | -29.2% | -4.0% |
| 30D | -19.0% | +10.4% | -29.4% | -20.5% |
| 3M | -5.1% | -11.4% | +6.4% | -4.8% |
| 6M | +15.5% | +31.2% | -15.7% | +8.8% |
| YTD | -15.8% | +39.7% | -55.5% | -22.1% |
| 1Y | -0.3% | +149.0% | -149.3% | -16.2% |
| All | -8.4% | +558.9% | -567.3% | -39.0% |
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