+247.2%
AMAT vs SEI
+770.7%
-523.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.4% | +0.9% | +3.5% |
| 7D | -1.5% | +10.2% | -11.8% | -3.8% |
| 30D | -14.8% | -1.0% | -13.8% | -14.8% |
| 3M | -9.3% | -27.9% | +18.7% | -2.5% |
| 6M | +27.4% | +10.4% | +17.0% | +26.1% |
| YTD | +77.6% | +20.1% | +57.4% | +73.2% |
| 1Y | +188.9% | +109.7% | +79.2% | +158.8% |
| 3Y | +202.3% | +458.6% | -256.3% | +121.7% |
| All | +247.2% | +770.7% | -523.5% | +131.9% |
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 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