-29.2%
ALB vs SEI
+597.1%
-626.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.8% | -8.6% | -3.8% |
| 7D | -8.6% | +28.2% | -36.8% | -12.7% |
| 30D | -4.0% | +15.5% | -19.5% | -6.9% |
| 3M | -17.4% | -1.4% | -16.0% | -18.4% |
| 6M | -25.4% | +37.4% | -62.8% | -31.4% |
| YTD | -10.5% | +47.8% | -58.4% | -19.2% |
| 1Y | +75.8% | +174.3% | -98.5% | +42.0% |
| All | -29.2% | +597.1% | -626.4% | -63.1% |
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