+7.8%
APD vs SEI
+565.9%
-558.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +16.3% | -17.5% | -1.9% |
| 7D | -2.5% | +28.8% | -31.3% | -3.6% |
| 30D | -1.9% | +10.4% | -12.2% | -2.4% |
| 3M | +8.2% | -11.4% | +19.7% | +8.3% |
| 6M | +10.7% | +31.2% | -20.4% | +8.2% |
| YTD | +22.9% | +39.7% | -16.8% | +19.1% |
| 1Y | +5.8% | +149.0% | -143.2% | -1.9% |
| 3Y | +7.8% | +560.2% | -552.4% | -9.8% |
| All | +7.8% | +565.9% | -558.1% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling