+1,008.3%
AU vs SEI
+608.3%
+400.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.2% | +0.9% | -3.8% |
| 7D | -7.0% | +20.7% | -27.6% | -8.8% |
| 30D | +7.3% | +9.1% | -1.8% | +6.0% |
| 3M | +33.2% | -6.0% | +39.2% | +32.8% |
| 6M | -0.6% | +18.9% | -19.6% | -3.4% |
| YTD | +26.2% | +40.1% | -14.0% | +20.2% |
| 1Y | +68.3% | +120.6% | -52.4% | +53.6% |
| 3Y | +592.1% | +562.1% | +30.0% | +435.8% |
| 5Y | +685.3% | +954.5% | -269.2% | +473.0% |
| All | +1,008.3% | +608.3% | +400.0% | +719.3% |
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