+197.5%
EWT vs SEI
+594.6%
-397.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +3.0% |
| 3M | +8.3% | -11.3% | +19.6% | +8.7% |
| 6M | +54.2% | +22.0% | +32.2% | +49.4% |
| YTD | +74.6% | +47.3% | +27.3% | +65.4% |
| 1Y | +84.9% | +124.8% | -39.9% | +68.3% |
| 3Y | +197.5% | +591.3% | -393.7% | +140.1% |
| All | +197.5% | +594.6% | -397.0% | +140.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling