+45.2%
AMZN vs SEI
+950.2%
-904.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +0.3% |
| 7D | -2.7% | +20.7% | -23.4% | -4.8% |
| 30D | -7.5% | +9.1% | -16.6% | -8.7% |
| 3M | +5.8% | -6.0% | +11.8% | +5.3% |
| 6M | +17.5% | +18.9% | -1.4% | +13.3% |
| YTD | +9.1% | +40.1% | -31.0% | +2.6% |
| 1Y | +9.4% | +120.6% | -111.3% | -2.9% |
| 3Y | +82.2% | +562.1% | -479.9% | +37.4% |
| 5Y | +45.2% | +954.5% | -909.2% | +2.6% |
| All | +45.2% | +950.2% | -904.9% | +2.6% |
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