+131.7%
AG vs SEI
+105.8%
+25.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.4% | -5.4% | -3.0% |
| 7D | +1.0% | +10.2% | -9.2% | -1.9% |
| 30D | +19.2% | -1.0% | +20.2% | +18.9% |
| 3M | +6.2% | -27.9% | +34.1% | +15.0% |
| 6M | -26.7% | +10.4% | -37.1% | -31.3% |
| YTD | +26.1% | +20.1% | +6.0% | +11.5% |
| 1Y | +131.7% | +109.7% | +21.9% | +69.6% |
| All | +131.7% | +105.8% | +25.8% | +69.6% |
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 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