+163.8%
AON vs SEI
+644.4%
-480.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.1% | -6.7% | -1.8% |
| 7D | -6.3% | +22.6% | -28.9% | -7.0% |
| 30D | -14.1% | +9.1% | -23.2% | -14.4% |
| 3M | -9.5% | -11.3% | +1.9% | -9.4% |
| 6M | -4.0% | +22.0% | -26.0% | -5.8% |
| YTD | -13.8% | +47.3% | -61.1% | -16.6% |
| 1Y | -18.3% | +124.8% | -143.0% | -23.6% |
| 3Y | -7.2% | +591.3% | -598.5% | -24.5% |
| 5Y | +7.3% | +1,008.2% | -1,000.9% | -20.3% |
| All | +163.8% | +644.4% | -480.6% | +91.8% |
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