+3.2%
AU vs SEI
+42.0%
-38.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.8% | -5.2% | -0.1% |
| 7D | +0.6% | +28.2% | -27.6% | -2.9% |
| 30D | +12.3% | +15.5% | -3.2% | +9.6% |
| 3M | +29.4% | -1.4% | +30.7% | +27.1% |
| 6M | +3.2% | +37.4% | -34.2% | -4.1% |
| All | +3.2% | +42.0% | -38.7% | -4.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling