+45.8%
AR vs SEI
+565.9%
-520.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +16.3% | -17.1% | -2.9% |
| 7D | -1.8% | +28.8% | -30.7% | -5.2% |
| 30D | +12.6% | +10.4% | +2.2% | +10.7% |
| 3M | +10.0% | -11.4% | +21.4% | +10.2% |
| 6M | +0.6% | +31.2% | -30.5% | -6.6% |
| YTD | +13.4% | +39.7% | -26.3% | +2.7% |
| 1Y | +21.7% | +149.0% | -127.3% | -4.0% |
| 3Y | +45.8% | +560.2% | -514.4% | -6.6% |
| All | +45.8% | +565.9% | -520.1% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling