+7.9%
AMT vs SEI
+565.9%
-558.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +16.3% | -16.4% | +0.6% |
| 7D | -0.2% | +28.8% | -29.0% | +0.9% |
| 30D | +1.8% | +10.4% | -8.5% | +2.4% |
| 3M | -6.2% | -11.4% | +5.2% | -6.0% |
| 6M | -5.0% | +31.2% | -36.2% | -3.7% |
| YTD | +2.1% | +39.7% | -37.7% | +3.8% |
| 1Y | -5.7% | +149.0% | -154.7% | -2.3% |
| 3Y | +7.9% | +560.2% | -552.3% | +11.4% |
| All | +7.9% | +565.9% | -558.0% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling