+4,475.6%
AMD vs SEI
+584.5%
+3,891.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +7.1% | +7.6% | +13.0% |
| 7D | +6.5% | -10.8% | +17.3% | +9.3% |
| 30D | -15.3% | -19.0% | +3.7% | -11.3% |
| 3M | +9.7% | +5.8% | +3.9% | +7.5% |
| 6M | +13.2% | -14.9% | +28.1% | +16.3% |
| YTD | +140.6% | +35.4% | +105.2% | +124.7% |
| 1Y | +111.2% | +23.9% | +87.3% | +99.8% |
| 3Y | +334.4% | +661.3% | -326.8% | +168.4% |
| 5Y | +268.3% | +822.2% | -553.9% | +108.7% |
| All | +4,475.6% | +584.5% | +3,891.1% | +2,702.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling