+393.4%
AEM vs SEI
+644.4%
-251.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.2% | +1.5% |
| 7D | -2.1% | +22.6% | -24.7% | -3.8% |
| 30D | +8.4% | +9.1% | -0.7% | +7.4% |
| 3M | +27.3% | -11.3% | +38.6% | +27.6% |
| 6M | -9.7% | +22.0% | -31.7% | -11.9% |
| YTD | +19.0% | +47.3% | -28.3% | +14.0% |
| 1Y | +31.5% | +124.8% | -93.3% | +22.2% |
| 3Y | +338.7% | +591.3% | -252.6% | +256.7% |
| 5Y | +307.4% | +1,008.2% | -700.8% | +216.6% |
| All | +393.4% | +644.4% | -251.0% | +256.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling