+85.9%
AXP vs SEI
+867.5%
-781.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -2.1% | +27.6% | -29.7% | -5.0% |
| 30D | +2.7% | -17.1% | +19.8% | +3.9% |
| 3M | -7.3% | +4.6% | -11.9% | -9.4% |
| 6M | +1.8% | -15.1% | +16.9% | +1.0% |
| YTD | -13.1% | +41.2% | -54.2% | -20.8% |
| 1Y | -13.7% | +37.5% | -51.2% | -21.5% |
| 3Y | +113.1% | +693.7% | -580.5% | +35.5% |
| 5Y | +85.9% | +901.7% | -815.8% | -0.1% |
| All | +85.9% | +867.5% | -781.6% | -0.1% |
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