+199.0%
AMD vs SEI
+706.3%
-507.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +14.3% | -3.2% | +7.3% |
| 7D | -11.0% | -18.3% | +7.2% | -6.5% |
| 30D | -30.5% | -24.4% | -6.0% | -25.8% |
| 3M | -8.2% | +1.5% | -9.8% | -9.4% |
| 6M | +6.6% | -25.1% | +31.7% | +12.6% |
| YTD | +109.7% | +26.4% | +83.2% | +99.1% |
| 1Y | +88.9% | +8.9% | +80.0% | +83.4% |
| 3Y | +301.8% | +586.7% | -284.8% | +169.8% |
| All | +199.0% | +706.3% | -507.3% | +101.2% |
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 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