+86.2%
AR vs SEI
+507.3%
-421.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.4% | -4.1% | -1.9% |
| 7D | +2.5% | +10.2% | -7.7% | -1.1% |
| 30D | +14.8% | -1.0% | +15.8% | +14.2% |
| 3M | +6.2% | -27.9% | +34.2% | +13.8% |
| 6M | +4.3% | +10.4% | -6.1% | -7.8% |
| YTD | +14.4% | +20.1% | -5.8% | -5.2% |
| 1Y | +21.3% | +109.7% | -88.4% | -24.1% |
| 3Y | +39.8% | +458.6% | -418.8% | -58.7% |
| 5Y | +142.1% | +775.3% | -633.2% | -49.0% |
| All | +86.2% | +507.3% | -421.1% | -58.4% |
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