+113.7%
AXP vs SEI
+999.8%
-886.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.1% | -3.9% | +0.6% |
| 7D | -0.5% | +22.6% | -23.0% | -3.1% |
| 30D | -5.6% | +9.1% | -14.7% | -7.0% |
| 3M | +2.2% | -11.3% | +13.6% | +2.5% |
| 6M | +6.7% | +22.0% | -15.3% | +1.6% |
| YTD | -11.5% | +47.3% | -58.8% | -18.7% |
| 1Y | -0.4% | +124.8% | -125.1% | -15.3% |
| 3Y | +113.0% | +591.3% | -478.3% | +41.3% |
| All | +113.7% | +999.8% | -886.1% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling