+84.5%
AAPL vs SEI
+560.9%
-476.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.2% | +8.8% | +3.8% |
| 7D | -0.5% | +20.7% | -21.2% | -1.4% |
| 30D | +7.1% | +9.1% | -2.0% | +6.5% |
| 3M | +12.1% | -6.0% | +18.1% | +11.9% |
| 6M | +25.4% | +18.9% | +6.5% | +23.0% |
| YTD | +20.5% | +40.1% | -19.7% | +16.4% |
| 1Y | +44.5% | +120.6% | -76.1% | +34.8% |
| All | +84.5% | +560.9% | -476.3% | +53.9% |
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 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