+144.3%
AG vs SEI
+507.3%
-363.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.4% | -5.4% | -2.6% |
| 7D | +1.0% | +10.2% | -9.2% | -0.8% |
| 30D | +19.2% | -1.0% | +20.2% | +19.1% |
| 3M | +6.2% | -27.9% | +34.1% | +11.8% |
| 6M | -26.7% | +10.4% | -37.1% | -29.3% |
| YTD | +26.1% | +20.1% | +6.0% | +19.0% |
| 1Y | +131.7% | +109.7% | +21.9% | +97.7% |
| 3Y | +255.3% | +458.6% | -203.3% | +123.3% |
| 5Y | +61.9% | +775.3% | -713.3% | -11.0% |
| All | +144.3% | +507.3% | -363.0% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling