+18.7%
AMCR vs SEI
+647.2%
-628.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.8% | -8.5% | -3.2% |
| 7D | -6.3% | +28.2% | -34.5% | -8.2% |
| 30D | -7.1% | +15.5% | -22.6% | -8.5% |
| 3M | +12.7% | -1.4% | +14.0% | +11.8% |
| 6M | +5.2% | +37.4% | -32.3% | +0.8% |
| YTD | +8.1% | +47.8% | -39.8% | +2.2% |
| 1Y | +11.7% | +174.3% | -162.6% | -1.6% |
| 3Y | +9.9% | +598.5% | -588.6% | -19.2% |
| 5Y | -8.7% | +1,026.2% | -1,034.9% | -39.7% |
| All | +18.7% | +647.2% | -628.5% | -26.4% |
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