+156.8%
APD vs SEI
+647.2%
-490.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.8% | -6.6% | -1.4% |
| 7D | -4.6% | +28.2% | -32.8% | -7.0% |
| 30D | -4.2% | +15.5% | -19.7% | -5.8% |
| 3M | +5.0% | -1.4% | +6.4% | +4.0% |
| 6M | +8.9% | +37.4% | -28.5% | +3.5% |
| YTD | +21.9% | +47.8% | -25.9% | +14.1% |
| 1Y | +5.6% | +174.3% | -168.7% | -8.9% |
| 3Y | +6.9% | +598.5% | -591.6% | -24.2% |
| 5Y | +25.3% | +1,026.2% | -1,000.9% | -21.6% |
| All | +156.8% | +647.2% | -490.4% | +51.4% |
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