-31.9%
ADSK vs SEI
+105.8%
-137.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.4% | -11.7% | -8.0% |
| 7D | -16.4% | +10.2% | -26.6% | -15.7% |
| 30D | -9.2% | -1.0% | -8.2% | -9.2% |
| 3M | -6.7% | -27.9% | +21.2% | -7.1% |
| 6M | -15.5% | +10.4% | -25.9% | -17.1% |
| YTD | -26.4% | +20.1% | -46.5% | -28.3% |
| 1Y | -31.9% | +109.7% | -141.6% | -35.7% |
| All | -31.9% | +105.8% | -137.7% | -35.7% |
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 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