+89.6%
AXP vs SEI
+706.3%
-616.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +14.3% | -15.5% | -2.8% |
| 7D | +0.6% | -18.3% | +18.9% | +2.4% |
| 30D | +5.8% | -24.4% | +30.3% | +8.3% |
| 3M | -6.0% | +1.5% | -7.6% | -7.9% |
| 6M | +0.3% | -25.1% | +25.4% | +1.0% |
| YTD | -12.3% | +26.4% | -38.7% | -19.0% |
| 1Y | -11.2% | +8.9% | -20.2% | -16.7% |
| 3Y | +117.0% | +586.7% | -469.6% | +41.0% |
| All | +89.6% | +706.3% | -616.8% | +10.1% |
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