+425.7%
EWT vs SEI
+644.4%
-218.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.1% | -3.3% | +1.2% |
| 7D | -1.1% | +22.6% | -23.7% | -3.8% |
| 30D | +4.5% | +9.1% | -4.6% | +2.9% |
| 3M | +8.3% | -11.3% | +19.6% | +8.9% |
| 6M | +54.2% | +22.0% | +32.2% | +49.0% |
| YTD | +74.6% | +47.3% | +27.3% | +64.1% |
| 1Y | +84.9% | +124.8% | -39.9% | +64.8% |
| 3Y | +197.5% | +591.3% | -393.7% | +118.8% |
| 5Y | +150.6% | +1,008.2% | -857.6% | +66.7% |
| All | +425.7% | +644.4% | -218.8% | +244.0% |
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