+34.8%
AIG vs SEI
+594.6%
-559.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.1% | -4.7% | +0.4% |
| 7D | -1.2% | +22.6% | -23.7% | -1.3% |
| 30D | -1.1% | +9.1% | -10.2% | -1.1% |
| 3M | +0.7% | -11.3% | +12.0% | +0.9% |
| 6M | -2.2% | +22.0% | -24.2% | -2.8% |
| YTD | -10.8% | +47.3% | -58.1% | -12.1% |
| 1Y | -2.0% | +124.8% | -126.8% | -5.4% |
| 3Y | +34.8% | +591.3% | -556.4% | +19.5% |
| All | +34.8% | +594.6% | -559.7% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling