+147.1%
AMAT vs SEI
+889.7%
-742.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.7% | -2.5% |
| 7D | +11.4% | +10.5% | +0.9% | +8.8% |
| 30D | -17.0% | -8.0% | -9.0% | -15.8% |
| 3M | -30.6% | +6.7% | -37.4% | -32.6% |
| 6M | -14.9% | -17.0% | +2.1% | -12.6% |
| YTD | +44.7% | +39.7% | +5.0% | +34.6% |
| 1Y | +66.9% | +43.2% | +23.7% | +54.4% |
| 3Y | +153.3% | +676.3% | -523.0% | +72.2% |
| All | +147.1% | +889.7% | -742.6% | +62.0% |
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