+176.8%
APD vs SEI
+613.6%
-436.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +2.2% | +27.6% | -25.4% | -0.2% |
| 30D | +9.4% | -17.1% | +26.6% | +10.5% |
| 3M | +4.7% | +4.6% | +0.1% | +2.8% |
| 6M | +5.5% | -15.1% | +20.6% | +4.8% |
| YTD | +31.4% | +41.2% | -9.8% | +22.3% |
| 1Y | +24.1% | +37.5% | -13.4% | +15.4% |
| 3Y | +28.8% | +693.7% | -664.9% | -11.4% |
| 5Y | +15.8% | +901.7% | -886.0% | -26.9% |
| All | +176.8% | +613.6% | -436.7% | +62.3% |
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