+89.8%
ABBV vs SEI
+560.9%
-471.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.2% | +6.8% | +1.6% |
| 7D | -2.0% | +20.7% | -22.7% | -1.8% |
| 30D | +2.0% | +9.1% | -7.2% | +2.1% |
| 3M | +14.2% | -6.0% | +20.2% | +14.4% |
| 6M | +14.1% | +18.9% | -4.9% | +14.0% |
| YTD | +14.2% | +40.1% | -25.9% | +14.1% |
| 1Y | +24.2% | +120.6% | -96.4% | +23.7% |
| All | +89.8% | +560.9% | -471.1% | +93.1% |
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