+1,057.6%
AMAT vs SEI
+507.3%
+550.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.4% | +0.9% | +3.5% |
| 7D | -1.5% | +10.2% | -11.8% | -3.9% |
| 30D | -14.8% | -1.0% | -13.8% | -14.8% |
| 3M | -9.3% | -27.9% | +18.7% | -1.6% |
| 6M | +27.4% | +10.4% | +17.0% | +25.1% |
| YTD | +77.6% | +20.1% | +57.4% | +71.0% |
| 1Y | +188.9% | +109.7% | +79.2% | +146.7% |
| 3Y | +202.3% | +458.6% | -256.3% | +86.5% |
| 5Y | +248.9% | +775.3% | -526.4% | +78.7% |
| All | +1,057.6% | +507.3% | +550.3% | +468.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling