-59.6%
AVTR vs SEI
+889.7%
-949.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | +0.5% | +10.5% | -10.0% | -0.1% |
| 30D | -1.0% | -8.0% | +7.0% | -1.0% |
| 3M | +12.2% | +6.7% | +5.5% | +10.9% |
| 6M | +97.5% | -17.0% | +114.5% | +97.8% |
| YTD | +35.6% | +39.7% | -4.1% | +29.5% |
| 1Y | +32.8% | +43.2% | -10.4% | +26.3% |
| 3Y | -16.5% | +676.3% | -692.8% | -34.6% |
| All | -59.6% | +889.7% | -949.4% | -67.3% |
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 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