+434.2%
AMZN vs SEI
+644.4%
-210.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.2% | +1.4% |
| 7D | -0.7% | +22.6% | -23.3% | -3.0% |
| 30D | -3.9% | +9.1% | -13.0% | -5.2% |
| 3M | +6.3% | -11.3% | +17.7% | +6.6% |
| 6M | +20.8% | +22.0% | -1.3% | +16.1% |
| YTD | +11.2% | +47.3% | -36.0% | +4.1% |
| 1Y | +11.7% | +124.8% | -113.1% | -1.1% |
| 3Y | +79.4% | +591.3% | -511.8% | +33.1% |
| 5Y | +48.0% | +1,008.2% | -960.2% | +1.4% |
| All | +434.2% | +644.4% | -210.2% | +260.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling