+391.7%
APP vs SEI
+467.4%
-75.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.4% | -1.2% | +1.6% |
| 7D | +0.9% | +10.2% | -9.4% | -0.9% |
| 30D | -23.3% | -1.0% | -22.2% | -23.5% |
| 3M | -42.6% | -27.9% | -14.7% | -40.1% |
| 6M | -33.6% | +10.4% | -44.0% | -37.5% |
| YTD | -52.4% | +20.1% | -72.6% | -56.0% |
| 1Y | -35.9% | +109.7% | -145.6% | -47.6% |
| 3Y | +642.2% | +458.6% | +183.6% | +384.4% |
| 5Y | +311.1% | +775.3% | -464.2% | +155.6% |
| All | +391.7% | +467.4% | -75.7% | +217.6% |
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