+128.9%
EW vs SEI
+644.4%
-515.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.1% | -7.9% | -3.1% |
| 7D | -6.2% | +22.6% | -28.7% | -7.5% |
| 30D | -9.3% | +9.1% | -18.4% | -10.0% |
| 3M | -1.6% | -11.3% | +9.7% | -1.5% |
| 6M | -0.8% | +22.0% | -22.9% | -3.3% |
| YTD | -1.0% | +47.3% | -48.3% | -5.1% |
| 1Y | +8.2% | +124.8% | -116.6% | -0.1% |
| 3Y | +12.7% | +591.3% | -578.6% | -11.6% |
| 5Y | -30.2% | +1,008.2% | -1,038.4% | -50.9% |
| All | +128.9% | +644.4% | -515.5% | +52.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling