+18.7%
AEM vs SEI
+18.6%
+0.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -16.9% | +26.6% | +11.4% |
| 7D | +0.2% | -16.4% | +16.6% | +1.5% |
| 30D | +0.1% | -22.9% | +23.0% | +2.2% |
| 3M | +22.1% | -0.3% | +22.4% | +19.6% |
| 6M | +2.4% | -22.3% | +24.8% | +3.2% |
| YTD | +8.9% | +26.2% | -17.2% | +1.1% |
| 1Y | +18.7% | +8.2% | +10.5% | +11.9% |
| All | +18.7% | +18.6% | +0.1% | +11.9% |
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