+40.7%
ABBV vs SEI
+18.6%
+22.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -16.9% | +20.0% | +2.2% |
| 7D | +3.1% | -16.4% | +19.5% | +2.2% |
| 30D | +11.6% | -22.9% | +34.5% | +10.5% |
| 3M | +21.7% | -0.3% | +22.0% | +22.2% |
| 6M | +43.5% | -22.3% | +65.8% | +44.1% |
| YTD | +32.9% | +26.2% | +6.7% | +32.7% |
| 1Y | +40.7% | +8.2% | +32.4% | +40.8% |
| All | +40.7% | +18.6% | +22.1% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling