+33.4%
AG vs SEI
+18.6%
+14.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -16.9% | +26.1% | +12.3% |
| 7D | -2.6% | -16.4% | +13.8% | -0.1% |
| 30D | -12.1% | -22.9% | +10.8% | -8.6% |
| 3M | -6.6% | -0.3% | -6.3% | -9.5% |
| 6M | -20.5% | -22.3% | +1.9% | -19.0% |
| YTD | -7.4% | +26.2% | -33.6% | -17.5% |
| 1Y | +33.4% | +8.2% | +25.2% | +25.6% |
| All | +33.4% | +18.6% | +14.8% | +25.6% |
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