+122.7%
ADSK vs SEI
+644.4%
-521.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.1% | -4.7% | -0.1% |
| 7D | -2.5% | +22.6% | -25.1% | -4.6% |
| 30D | -14.9% | +9.1% | -24.0% | -15.9% |
| 3M | +3.3% | -11.3% | +14.7% | +3.3% |
| 6M | -15.7% | +22.0% | -37.7% | -19.7% |
| YTD | -28.2% | +47.3% | -75.5% | -33.8% |
| 1Y | -34.5% | +124.8% | -159.3% | -43.5% |
| 3Y | -2.9% | +591.3% | -594.2% | -34.3% |
| 5Y | -25.3% | +1,008.2% | -1,033.5% | -55.6% |
| All | +122.7% | +644.4% | -521.7% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling