+77.1%
AMT vs SEI
+507.3%
-430.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.5% | -1.1% |
| 7D | -0.2% | +10.2% | -10.5% | -0.4% |
| 30D | +4.6% | -1.0% | +5.7% | +4.6% |
| 3M | -8.4% | -27.9% | +19.5% | -8.0% |
| 6M | -6.0% | +10.4% | -16.4% | -6.7% |
| YTD | +2.1% | +20.1% | -18.0% | +1.0% |
| 1Y | -6.4% | +109.7% | -116.1% | -9.1% |
| 3Y | +8.1% | +458.6% | -450.6% | -3.5% |
| 5Y | -31.9% | +775.3% | -807.2% | -42.0% |
| All | +77.1% | +507.3% | -430.2% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling