-11.6%
AMCR vs SEI
+999.8%
-1,011.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.1% | -6.7% | -1.8% |
| 7D | -6.3% | +22.6% | -28.8% | -7.1% |
| 30D | -7.8% | +9.1% | -16.9% | -8.3% |
| 3M | +7.5% | -11.3% | +18.9% | +7.8% |
| 6M | +2.7% | +22.0% | -19.3% | +0.9% |
| YTD | +6.0% | +47.3% | -41.2% | +2.7% |
| 1Y | +7.8% | +124.8% | -117.0% | +1.1% |
| 3Y | +5.8% | +591.3% | -585.5% | -14.1% |
| All | -11.6% | +999.8% | -1,011.4% | -32.9% |
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