+449.4%
ADI vs SEI
+606.2%
-156.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +16.3% | -16.0% | -2.4% |
| 7D | +2.4% | +28.8% | -26.4% | -1.9% |
| 30D | -6.6% | +10.4% | -16.9% | -8.4% |
| 3M | -9.8% | -11.4% | +1.6% | -9.0% |
| 6M | +15.7% | +31.2% | -15.5% | +9.2% |
| YTD | +35.1% | +39.7% | -4.6% | +25.2% |
| 1Y | +47.7% | +149.0% | -101.3% | +23.2% |
| 3Y | +114.5% | +560.2% | -445.7% | +38.1% |
| 5Y | +141.2% | +955.7% | -814.4% | +33.3% |
| All | +449.4% | +606.2% | -156.8% | +198.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling