-30.9%
AMT vs SEI
+1,021.5%
-1,052.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.8% | -6.0% | -0.1% |
| 7D | +1.5% | +28.2% | -26.8% | +1.9% |
| 30D | +3.7% | +15.5% | -11.7% | +4.0% |
| 3M | -7.2% | -1.4% | -5.8% | -6.9% |
| 6M | -4.2% | +37.4% | -41.6% | -3.7% |
| YTD | +1.9% | +47.8% | -45.9% | +2.3% |
| 1Y | -6.4% | +174.3% | -180.7% | -5.9% |
| 3Y | +7.7% | +598.5% | -590.7% | +2.6% |
| 5Y | -30.9% | +1,026.2% | -1,057.1% | -33.6% |
| All | -30.9% | +1,021.5% | -1,052.4% | -33.6% |
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 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