+57.7%
AZN vs SEI
+999.8%
-942.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.1% | -4.8% | +0.3% |
| 7D | -1.6% | +22.6% | -24.1% | -1.9% |
| 30D | +1.1% | +9.1% | -8.0% | +0.9% |
| 3M | -12.1% | -11.3% | -0.8% | -11.9% |
| 6M | -17.1% | +22.0% | -39.2% | -17.9% |
| YTD | -12.0% | +47.3% | -59.3% | -13.4% |
| 1Y | -0.2% | +124.8% | -125.0% | -3.4% |
| 3Y | +26.8% | +591.3% | -564.5% | +13.3% |
| All | +57.7% | +999.8% | -942.1% | +41.1% |
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