+153.3%
AMAT vs SEI
+684.3%
-531.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.7% | -2.5% |
| 7D | +11.4% | +10.5% | +0.9% | +8.6% |
| 30D | -17.0% | -8.0% | -9.0% | -15.7% |
| 3M | -30.6% | +6.7% | -37.4% | -32.8% |
| 6M | -14.9% | -17.0% | +2.1% | -12.7% |
| YTD | +44.7% | +39.7% | +5.0% | +34.4% |
| 1Y | +66.9% | +43.2% | +23.7% | +54.1% |
| 3Y | +153.3% | +676.3% | -523.0% | +97.6% |
| All | +153.3% | +684.3% | -531.0% | +97.6% |
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