+35.8%
ARM vs SEI
+35.9%
-0.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.6% | -4.1% |
| 7D | +9.1% | +10.5% | -1.3% | +4.4% |
| 30D | -19.9% | -8.0% | -11.9% | -18.1% |
| 3M | -31.6% | +6.7% | -38.4% | -35.7% |
| 6M | -13.9% | -17.0% | +3.2% | -10.1% |
| YTD | +74.3% | +39.7% | +34.6% | +46.7% |
| 1Y | +35.8% | +43.2% | -7.4% | +12.8% |
| All | +35.8% | +35.9% | -0.1% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling