+44.7%
HWM vs SEI
+105.8%
-61.1%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -3.9% | -0.9% |
| 7D | -2.1% | +10.2% | -12.3% | -3.3% |
| 30D | -11.0% | -1.0% | -10.0% | -11.0% |
| 3M | +4.0% | -27.9% | +32.0% | +7.0% |
| 6M | -0.2% | +10.4% | -10.6% | -3.7% |
| YTD | +26.7% | +20.1% | +6.5% | +20.2% |
| 1Y | +44.7% | +109.7% | -65.0% | +27.2% |
| All | +44.7% | +105.8% | -61.1% | +27.2% |
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