+20.0%
AWK vs SEI
+18.6%
+1.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -16.9% | +19.1% | +0.7% |
| 7D | +7.0% | -16.4% | +23.5% | +5.6% |
| 30D | +17.0% | -22.9% | +39.9% | +15.3% |
| 3M | +12.4% | -0.3% | +12.7% | +13.1% |
| 6M | +19.6% | -22.3% | +41.9% | +18.8% |
| YTD | +17.0% | +26.2% | -9.1% | +20.4% |
| 1Y | +20.0% | +8.2% | +11.8% | +23.0% |
| All | +20.0% | +18.6% | +1.4% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling