+88.6%
AG vs SEI
+134.3%
-45.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.1% | -8.0% | -4.4% |
| 7D | -6.7% | +22.6% | -29.3% | -12.4% |
| 30D | +2.2% | +9.1% | -6.9% | -1.1% |
| 3M | +15.7% | -11.3% | +27.0% | +17.6% |
| 6M | -23.8% | +22.0% | -45.8% | -30.6% |
| YTD | +17.6% | +47.3% | -29.6% | -3.1% |
| 1Y | +88.6% | +124.8% | -36.1% | +16.4% |
| All | +88.6% | +134.3% | -45.6% | +16.4% |
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