-62.5%
ALB vs SEI
+864.7%
-927.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | +0.2% |
| 7D | +1.1% | +12.4% | -11.4% | -1.6% |
| 30D | -2.6% | -18.3% | +15.7% | -0.5% |
| 3M | -25.6% | +10.4% | -36.0% | -29.2% |
| 6M | -54.0% | -12.9% | -41.1% | -54.8% |
| YTD | -31.6% | +41.8% | -73.4% | -40.2% |
| 1Y | -6.6% | +30.3% | -36.8% | -17.6% |
| 3Y | -14.0% | +697.3% | -711.3% | -57.9% |
| 5Y | -62.5% | +877.0% | -939.5% | -83.4% |
| All | -62.5% | +864.7% | -927.2% | -83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling