-58.9%
AMC vs SEI
+684.3%
-743.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.6% |
| 7D | +3.5% | +10.5% | -7.0% | +2.6% |
| 30D | +12.5% | -8.0% | +20.5% | +12.5% |
| 3M | +23.6% | +6.7% | +16.8% | +21.5% |
| 6M | +144.4% | -17.0% | +161.4% | +145.0% |
| YTD | +108.3% | +39.7% | +68.7% | +94.7% |
| 1Y | +38.9% | +43.2% | -4.3% | +29.1% |
| 3Y | -58.9% | +676.3% | -735.2% | -67.8% |
| All | -58.9% | +684.3% | -743.1% | -67.8% |
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