+165.6%
AON vs SEI
+647.2%
-481.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.8% | -9.3% | -3.7% |
| 7D | -7.9% | +28.2% | -36.2% | -8.7% |
| 30D | -14.6% | +15.5% | -30.1% | -15.2% |
| 3M | -7.9% | -1.4% | -6.5% | -8.3% |
| 6M | -8.0% | +37.4% | -45.4% | -10.3% |
| YTD | -13.2% | +47.8% | -61.1% | -16.1% |
| 1Y | -16.4% | +174.3% | -190.7% | -22.9% |
| 3Y | -6.7% | +598.5% | -605.1% | -24.1% |
| 5Y | +8.0% | +1,026.2% | -1,018.2% | -19.9% |
| All | +165.6% | +647.2% | -481.6% | +93.1% |
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