+56.3%
AIG vs SEI
+644.4%
-588.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.1% | -4.7% | -0.4% |
| 7D | -1.2% | +22.6% | -23.7% | -4.6% |
| 30D | -1.1% | +9.1% | -10.2% | -3.0% |
| 3M | +0.7% | -11.3% | +12.0% | +0.7% |
| 6M | -2.2% | +22.0% | -24.2% | -8.6% |
| YTD | -10.8% | +47.3% | -58.1% | -20.7% |
| 1Y | -2.0% | +124.8% | -126.8% | -21.5% |
| 3Y | +34.8% | +591.3% | -556.4% | -30.2% |
| 5Y | +55.0% | +1,008.2% | -953.2% | -36.9% |
| All | +56.3% | +644.4% | -588.1% | -39.2% |
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