-55.4%
APP vs SEI
+18.6%
-73.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -16.9% | +27.6% | +11.8% |
| 7D | +4.5% | -16.4% | +21.0% | +5.5% |
| 30D | -3.6% | -22.9% | +19.3% | -2.3% |
| 3M | -35.3% | -0.3% | -35.0% | -37.3% |
| 6M | -42.8% | -22.3% | -20.5% | -43.0% |
| YTD | -59.7% | +26.2% | -85.8% | -66.7% |
| 1Y | -55.4% | +8.2% | -63.6% | -60.9% |
| All | -55.4% | +18.6% | -73.9% | -60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling