+67.3%
AG vs SEI
+950.2%
-882.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.2% | +0.3% | -3.9% |
| 7D | -5.8% | +20.7% | -26.4% | -9.3% |
| 30D | +6.4% | +9.1% | -2.8% | +4.2% |
| 3M | +28.4% | -6.0% | +34.4% | +28.1% |
| 6M | -24.5% | +18.9% | -43.4% | -28.1% |
| YTD | +21.2% | +40.1% | -18.9% | +11.2% |
| 1Y | +114.1% | +120.6% | -6.5% | +82.9% |
| 3Y | +268.0% | +562.1% | -294.1% | +124.0% |
| 5Y | +67.3% | +954.5% | -887.1% | -13.6% |
| All | +67.3% | +950.2% | -882.8% | -13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling