+7.1%
AMT vs SEI
+32.3%
-25.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | +0.2% |
| 7D | -2.4% | +12.4% | -14.8% | -1.4% |
| 30D | +4.2% | -18.3% | +22.5% | +3.8% |
| 3M | +13.4% | +10.4% | +3.0% | +15.2% |
| 6M | +9.4% | -12.9% | +22.3% | +11.0% |
| YTD | +11.7% | +41.8% | -30.2% | +13.2% |
| 1Y | +7.1% | +30.3% | -23.2% | +9.1% |
| All | +7.1% | +32.3% | -25.2% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling