+81.5%
AR vs SEI
+644.4%
-562.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.1% | -7.0% | -3.6% |
| 7D | -2.5% | +22.6% | -25.1% | -9.9% |
| 30D | +2.5% | +9.1% | -6.6% | -2.1% |
| 3M | +12.3% | -11.3% | +23.6% | +11.7% |
| 6M | -3.1% | +22.0% | -25.1% | -17.4% |
| YTD | +11.5% | +47.3% | -35.8% | -14.6% |
| 1Y | +17.0% | +124.8% | -107.7% | -27.9% |
| 3Y | +47.3% | +591.3% | -544.0% | -60.0% |
| 5Y | +141.2% | +1,008.2% | -867.0% | -53.8% |
| All | +81.5% | +644.4% | -562.9% | -62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling