+162.0%
APD vs SEI
+507.3%
-345.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.3% |
| 7D | -2.2% | +10.2% | -12.5% | -3.2% |
| 30D | +2.1% | -1.0% | +3.1% | +2.0% |
| 3M | +7.2% | -27.9% | +35.1% | +9.5% |
| 6M | +11.2% | +10.4% | +0.9% | +8.1% |
| YTD | +24.4% | +20.1% | +4.2% | +19.0% |
| 1Y | +6.7% | +109.7% | -103.1% | -5.4% |
| 3Y | +9.2% | +458.6% | -449.4% | -20.7% |
| 5Y | +27.4% | +775.3% | -747.9% | -18.0% |
| All | +162.0% | +507.3% | -345.2% | +57.9% |
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