+469.9%
ABBV vs SEI
+644.4%
-174.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.6% |
| 7D | +0.3% | +22.6% | -22.3% | -0.6% |
| 30D | +3.4% | +9.1% | -5.7% | +2.9% |
| 3M | +15.2% | -11.3% | +26.5% | +15.4% |
| 6M | +14.7% | +22.0% | -7.3% | +12.8% |
| YTD | +15.2% | +47.3% | -32.1% | +11.9% |
| 1Y | +20.4% | +124.8% | -104.4% | +13.9% |
| 3Y | +91.3% | +591.3% | -499.9% | +62.0% |
| 5Y | +189.6% | +1,008.2% | -818.6% | +127.5% |
| All | +469.9% | +644.4% | -174.5% | +350.2% |
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