-68.8%
APTV vs SEI
+950.2%
-1,018.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.2% | +7.9% | +3.3% |
| 7D | -1.8% | +20.7% | -22.5% | -4.6% |
| 30D | -7.9% | +9.1% | -17.0% | -9.5% |
| 3M | -29.9% | -6.0% | -23.9% | -30.3% |
| 6M | -36.6% | +18.9% | -55.5% | -39.5% |
| YTD | -40.0% | +40.1% | -80.1% | -44.5% |
| 1Y | -44.0% | +120.6% | -164.6% | -52.2% |
| 3Y | -54.5% | +562.1% | -616.7% | -71.8% |
| 5Y | -68.8% | +954.5% | -1,023.3% | -83.6% |
| All | -68.8% | +950.2% | -1,018.9% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling