+127.9%
AG vs SEI
+644.4%
-516.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.1% | -8.0% | -3.9% |
| 7D | -6.7% | +22.6% | -29.3% | -10.5% |
| 30D | +2.2% | +9.1% | -6.9% | 0.0% |
| 3M | +15.7% | -11.3% | +27.0% | +16.6% |
| 6M | -23.8% | +22.0% | -45.8% | -28.1% |
| YTD | +17.6% | +47.3% | -29.6% | +6.4% |
| 1Y | +88.6% | +124.8% | -36.1% | +58.2% |
| 3Y | +253.4% | +591.3% | -337.8% | +112.7% |
| 5Y | +62.4% | +1,008.2% | -945.8% | -14.9% |
| All | +127.9% | +644.4% | -516.5% | +14.9% |
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 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