-13.7%
AXP vs SEI
+28.9%
-42.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.6% |
| 7D | -2.1% | +27.6% | -29.7% | -2.7% |
| 30D | +2.7% | -17.1% | +19.8% | +3.0% |
| 3M | -7.3% | +4.6% | -11.9% | -7.9% |
| 6M | +1.8% | -15.1% | +16.9% | +0.9% |
| YTD | -13.1% | +41.2% | -54.2% | -17.5% |
| 1Y | -13.7% | +37.5% | -51.2% | -18.9% |
| All | -13.7% | +28.9% | -42.6% | -18.9% |
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 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