+174.7%
ABT vs SEI
+644.4%
-469.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.1% | -6.5% | -1.6% |
| 7D | -5.9% | +22.6% | -28.5% | -6.7% |
| 30D | -8.1% | +9.1% | -17.2% | -8.5% |
| 3M | +14.5% | -11.3% | +25.9% | +14.7% |
| 6M | -6.3% | +22.0% | -28.3% | -7.9% |
| YTD | -17.1% | +47.3% | -64.4% | -19.6% |
| 1Y | -21.4% | +124.8% | -146.1% | -25.8% |
| 3Y | +5.9% | +591.3% | -585.3% | -11.6% |
| 5Y | -12.8% | +1,008.2% | -1,021.0% | -32.3% |
| All | +174.7% | +644.4% | -469.7% | +113.0% |
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