+111.1%
AXP vs SEI
+453.4%
-342.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.6% | -1.5% |
| 7D | -2.1% | +10.2% | -12.4% | -3.2% |
| 30D | -6.5% | -1.0% | -5.5% | -6.6% |
| 3M | +4.6% | -27.9% | +32.6% | +7.3% |
| 6M | +5.4% | +10.4% | -5.0% | +2.0% |
| YTD | -11.1% | +20.1% | -31.3% | -15.7% |
| 1Y | -0.3% | +109.7% | -110.0% | -13.8% |
| All | +111.1% | +453.4% | -342.4% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling