+454.8%
AMZN vs SEI
+605.9%
-151.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +2.8% | +10.5% | -7.6% | +1.7% |
| 30D | +5.0% | -8.0% | +13.0% | +5.1% |
| 3M | +0.6% | +6.7% | -6.2% | -1.5% |
| 6M | -1.3% | -17.0% | +15.7% | -1.6% |
| YTD | +15.5% | +39.7% | -24.1% | +7.6% |
| 1Y | +12.2% | +43.2% | -30.9% | +4.0% |
| 3Y | +87.0% | +676.3% | -589.3% | +35.7% |
| 5Y | +51.3% | +891.0% | -839.7% | +4.1% |
| All | +454.8% | +605.9% | -151.2% | +272.6% |
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 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