+500.0%
APP vs SEI
+497.1%
+2.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +14.3% | -4.4% | +7.8% |
| 7D | +71.2% | -18.3% | +89.5% | +74.8% |
| 30D | +39.1% | -24.4% | +63.5% | +42.9% |
| 3M | +16.5% | +1.5% | +15.0% | +12.1% |
| 6M | -16.6% | -25.1% | +8.6% | -16.6% |
| YTD | -41.9% | +26.4% | -68.4% | -48.5% |
| 1Y | -37.0% | +8.9% | -46.0% | -42.6% |
| 3Y | +892.4% | +586.7% | +305.8% | +510.5% |
| 5Y | +297.3% | +717.9% | -420.6% | +139.1% |
| All | +500.0% | +497.1% | +2.9% | +271.9% |
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