+818.2%
AAPL vs SEI
+644.4%
+173.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.3% |
| 7D | +3.8% | +22.6% | -18.7% | +1.6% |
| 30D | +9.9% | +9.1% | +0.8% | +8.6% |
| 3M | +12.5% | -11.3% | +23.8% | +12.6% |
| 6M | +27.6% | +22.0% | +5.6% | +22.7% |
| YTD | +22.6% | +47.3% | -24.7% | +14.6% |
| 1Y | +45.0% | +124.8% | -79.8% | +28.0% |
| 3Y | +87.8% | +591.3% | -503.5% | +33.8% |
| 5Y | +128.7% | +1,008.2% | -879.5% | +46.1% |
| All | +818.2% | +644.4% | +173.8% | +477.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling