-35.7%
AUR vs SEI
+659.5%
-695.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +0.2% |
| 7D | +1.4% | +22.6% | -21.2% | -4.3% |
| 30D | -6.4% | +9.1% | -15.5% | -9.0% |
| 3M | +7.7% | -11.3% | +19.0% | +9.3% |
| 6M | +44.5% | +22.0% | +22.5% | +33.3% |
| YTD | +67.4% | +47.3% | +20.2% | +45.3% |
| 1Y | +15.4% | +124.8% | -109.3% | -11.5% |
| 3Y | +94.8% | +591.3% | -496.4% | -6.2% |
| 5Y | -35.1% | +1,008.2% | -1,043.3% | -68.8% |
| All | -35.7% | +659.5% | -695.2% | -69.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling