-10.2%
ADSK vs SEI
+18.6%
-28.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -16.9% | +24.0% | +4.4% |
| 7D | +11.4% | -16.4% | +27.9% | +8.9% |
| 30D | +21.9% | -22.9% | +44.8% | +18.6% |
| 3M | +13.9% | -0.3% | +14.1% | +15.4% |
| 6M | +9.1% | -22.3% | +31.4% | +10.2% |
| YTD | -8.8% | +26.2% | -34.9% | -9.5% |
| 1Y | -10.2% | +8.2% | -18.4% | -10.4% |
| All | -10.2% | +18.6% | -28.8% | -10.4% |
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