+93.8%
AMT vs SEI
+584.5%
-490.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.7% |
| 7D | +1.6% | -10.8% | +12.5% | +1.7% |
| 30D | +4.5% | -19.0% | +23.5% | +4.7% |
| 3M | +13.8% | +5.8% | +8.0% | +13.5% |
| 6M | +10.0% | -14.9% | +24.9% | +10.0% |
| YTD | +11.8% | +35.4% | -23.7% | +10.2% |
| 1Y | +10.2% | +23.9% | -13.6% | +8.9% |
| 3Y | +15.1% | +661.3% | -646.1% | +1.3% |
| 5Y | -18.8% | +822.2% | -841.0% | -30.6% |
| All | +93.8% | +584.5% | -490.7% | +50.7% |
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