+1,167.1%
HWM vs SEI
+507.3%
+659.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -3.9% | -1.3% |
| 7D | -2.1% | +10.2% | -12.3% | -4.5% |
| 30D | -11.0% | -1.0% | -10.0% | -11.2% |
| 3M | +4.0% | -27.9% | +32.0% | +10.0% |
| 6M | -0.2% | +10.4% | -10.6% | -6.4% |
| YTD | +26.7% | +20.1% | +6.5% | +14.9% |
| 1Y | +44.7% | +109.7% | -65.0% | +10.6% |
| 3Y | +426.1% | +458.6% | -32.5% | +157.3% |
| 5Y | +738.5% | +775.3% | -36.8% | +211.1% |
| All | +1,167.1% | +507.3% | +659.8% | +343.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling