+84.9%
EWT vs SEI
+134.3%
-49.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.1% | -3.3% | +0.8% |
| 7D | -1.1% | +22.6% | -23.7% | -5.5% |
| 30D | +4.5% | +9.1% | -4.6% | +2.1% |
| 3M | +8.3% | -11.3% | +19.6% | +9.2% |
| 6M | +54.2% | +22.0% | +32.2% | +46.6% |
| YTD | +74.6% | +47.3% | +27.3% | +59.5% |
| 1Y | +84.9% | +124.8% | -39.9% | +61.7% |
| All | +84.9% | +134.3% | -49.4% | +61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling