+375.3%
AXP vs SEI
+592.7%
-217.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.4% | -7.3% | -0.4% |
| 7D | -1.1% | -4.3% | +3.1% | -1.2% |
| 30D | +5.2% | -18.0% | +23.3% | +7.4% |
| 3M | -4.6% | +8.2% | -12.8% | -8.6% |
| 6M | +3.2% | -13.9% | +17.1% | +1.4% |
| YTD | -11.3% | +37.0% | -48.4% | -22.5% |
| 1Y | -11.0% | +24.5% | -35.5% | -21.2% |
| 3Y | +120.2% | +681.1% | -560.9% | +11.5% |
| 5Y | +91.7% | +787.5% | -695.8% | -14.1% |
| All | +375.3% | +592.7% | -217.3% | +94.3% |
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 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