+5.8%
AMCR vs SEI
+594.6%
-588.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.1% | -6.7% | -1.7% |
| 7D | -6.3% | +22.6% | -28.8% | -6.7% |
| 30D | -7.8% | +9.1% | -16.9% | -8.0% |
| 3M | +7.5% | -11.3% | +18.9% | +7.8% |
| 6M | +2.7% | +22.0% | -19.3% | +1.6% |
| YTD | +6.0% | +47.3% | -41.2% | +3.9% |
| 1Y | +7.8% | +124.8% | -117.0% | +3.2% |
| 3Y | +5.8% | +591.3% | -585.5% | -7.9% |
| All | +5.8% | +594.6% | -588.8% | -7.9% |
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 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