-27.1%
AVTR vs SEI
+560.9%
-588.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | +0.2% |
| 7D | -2.0% | +20.7% | -22.7% | -2.9% |
| 30D | +8.1% | +9.1% | -1.1% | +7.5% |
| 3M | +54.2% | -6.0% | +60.2% | +54.5% |
| 6M | +82.6% | +18.9% | +63.6% | +79.3% |
| YTD | +29.8% | +40.1% | -10.3% | +25.7% |
| 1Y | +18.0% | +120.6% | -102.6% | +9.8% |
| All | -27.1% | +560.9% | -588.0% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling