-21.4%
ABT vs SEI
+134.3%
-155.6%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.1% | -6.5% | -1.1% |
| 7D | -5.9% | +22.6% | -28.5% | -4.6% |
| 30D | -8.1% | +9.1% | -17.2% | -7.4% |
| 3M | +14.5% | -11.3% | +25.9% | +15.4% |
| 6M | -6.3% | +22.0% | -28.3% | -6.1% |
| YTD | -17.1% | +47.3% | -64.4% | -16.5% |
| 1Y | -21.4% | +124.8% | -146.1% | -22.6% |
| All | -21.4% | +134.3% | -155.6% | -22.6% |
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