+3.2%
AVTR vs SEI
+308.3%
-305.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.4% | -4.9% | -1.8% |
| 7D | +2.7% | +10.2% | -7.6% | +1.7% |
| 30D | +12.1% | -1.0% | +13.1% | +11.9% |
| 3M | +57.2% | -27.9% | +85.2% | +61.1% |
| 6M | +73.1% | +10.4% | +62.7% | +67.8% |
| YTD | +30.6% | +20.1% | +10.5% | +24.8% |
| 1Y | +13.5% | +109.7% | -96.2% | +0.1% |
| 3Y | -31.0% | +458.6% | -489.6% | -50.4% |
| 5Y | -63.2% | +775.3% | -838.5% | -76.8% |
| All | +3.2% | +308.3% | -305.1% | -39.9% |
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 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