+143.7%
AR vs SEI
+1,021.5%
-877.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.8% | -5.7% | -1.2% |
| 7D | -1.2% | +28.2% | -29.4% | -7.0% |
| 30D | +5.5% | +15.5% | -9.9% | +1.2% |
| 3M | +12.9% | -1.4% | +14.2% | +9.8% |
| 6M | +0.1% | +37.4% | -37.3% | -12.8% |
| YTD | +13.5% | +47.8% | -34.3% | -5.1% |
| 1Y | +21.6% | +174.3% | -152.7% | -18.9% |
| 3Y | +46.0% | +598.5% | -552.5% | -44.7% |
| 5Y | +143.7% | +1,026.2% | -882.5% | -37.9% |
| All | +143.7% | +1,021.5% | -877.8% | -37.9% |
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 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