+425.1%
AMZN vs SEI
+647.2%
-222.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.8% | -7.6% | -2.4% |
| 7D | -1.0% | +28.2% | -29.2% | -3.8% |
| 30D | -9.2% | +15.5% | -24.7% | -11.0% |
| 3M | +3.4% | -1.4% | +4.7% | +2.3% |
| 6M | +18.2% | +37.4% | -19.2% | +12.2% |
| YTD | +9.3% | +47.8% | -38.5% | +2.3% |
| 1Y | +5.9% | +174.3% | -168.4% | -8.4% |
| 3Y | +82.6% | +598.5% | -515.9% | +35.3% |
| 5Y | +44.9% | +1,026.2% | -981.3% | -0.9% |
| All | +425.1% | +647.2% | -222.1% | +254.1% |
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