+678.6%
AU vs SEI
+999.8%
-321.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | 0.0% |
| 7D | -4.3% | +22.6% | -26.8% | -6.4% |
| 30D | +7.3% | +9.1% | -1.8% | +6.0% |
| 3M | +26.3% | -11.3% | +37.7% | +26.7% |
| 6M | +1.8% | +22.0% | -20.3% | -1.6% |
| YTD | +26.8% | +47.3% | -20.5% | +19.8% |
| 1Y | +66.7% | +124.8% | -58.1% | +51.4% |
| 3Y | +579.1% | +591.3% | -12.2% | +407.2% |
| All | +678.6% | +999.8% | -321.2% | +479.7% |
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