+74.2%
AMT vs SEI
+608.3%
-534.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.2% | +3.8% | -1.3% |
| 7D | -2.7% | +20.7% | -23.3% | -3.0% |
| 30D | +2.0% | +9.1% | -7.1% | +1.8% |
| 3M | -9.3% | -6.0% | -3.3% | -9.3% |
| 6M | -5.2% | +18.9% | -24.2% | -5.9% |
| YTD | +0.5% | +40.1% | -39.7% | -0.9% |
| 1Y | -7.3% | +120.6% | -127.9% | -9.9% |
| 3Y | +6.2% | +562.1% | -555.9% | -5.4% |
| 5Y | -31.2% | +954.5% | -985.6% | -41.6% |
| All | +74.2% | +608.3% | -534.1% | +35.6% |
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