+370.5%
AXP vs SEI
+539.1%
-168.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +14.3% | -15.5% | -3.8% |
| 7D | +0.6% | -18.3% | +18.9% | +3.4% |
| 30D | +5.8% | -24.4% | +30.3% | +9.5% |
| 3M | -6.0% | +1.5% | -7.6% | -8.9% |
| 6M | +0.3% | -25.1% | +25.4% | +1.2% |
| YTD | -12.3% | +26.4% | -38.7% | -22.1% |
| 1Y | -11.2% | +8.9% | -20.2% | -19.4% |
| 3Y | +117.0% | +586.7% | -469.6% | +12.9% |
| 5Y | +93.2% | +717.9% | -624.7% | -12.1% |
| All | +370.5% | +539.1% | -168.6% | +95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling