+8.6%
ALB vs SEI
+18.6%
-10.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -16.9% | +22.2% | +7.0% |
| 7D | -2.1% | -16.4% | +14.4% | -0.6% |
| 30D | -9.0% | -22.9% | +13.9% | -7.1% |
| 3M | -21.1% | -0.3% | -20.8% | -22.8% |
| 6M | -49.9% | -22.3% | -27.6% | -49.7% |
| YTD | -32.3% | +26.2% | -58.4% | -36.3% |
| 1Y | +8.6% | +8.2% | +0.4% | +1.9% |
| All | +8.6% | +18.6% | -10.0% | +1.9% |
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