+40.7%
AMC vs SEI
+21.1%
+19.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +1.8% |
| 7D | +5.5% | -10.8% | +16.3% | +5.5% |
| 30D | +16.1% | -19.0% | +35.1% | +16.4% |
| 3M | +43.0% | +5.8% | +37.2% | +41.8% |
| 6M | +130.7% | -14.9% | +145.6% | +133.6% |
| YTD | +121.8% | +35.4% | +86.4% | +104.7% |
| 1Y | +40.7% | +23.9% | +16.8% | +30.7% |
| All | +40.7% | +21.1% | +19.5% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling