+686.9%
SEI vs AEE
+152.6%
+534.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +22.6% | -0.8% | +23.4% | +23.0% |
| 30D | +9.1% | -2.9% | +12.0% | +10.3% |
| 3M | -11.3% | -2.4% | -8.9% | -11.0% |
| 6M | +22.0% | -2.7% | +24.7% | +22.3% |
| YTD | +47.3% | +7.3% | +40.0% | +42.1% |
| 1Y | +124.8% | +7.5% | +117.2% | +115.7% |
| 3Y | +591.3% | +46.2% | +545.1% | +478.4% |
| 5Y | +1,008.2% | +39.7% | +968.5% | +839.2% |
| All | +686.9% | +152.6% | +534.3% | +564.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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