+686.9%
SEI vs AEIS
+273.9%
+413.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | +2.6% |
| 7D | +22.6% | +2.3% | +20.3% | +21.5% |
| 30D | +9.1% | -14.8% | +23.9% | +18.4% |
| 3M | -11.3% | -15.6% | +4.2% | -3.6% |
| 6M | +22.0% | -8.7% | +30.7% | +26.4% |
| YTD | +47.3% | +37.3% | +9.9% | +25.2% |
| 1Y | +124.8% | +80.3% | +44.4% | +68.5% |
| 3Y | +591.3% | +177.9% | +413.3% | +322.2% |
| 5Y | +1,008.2% | +235.8% | +772.4% | +496.0% |
| All | +686.9% | +273.9% | +413.0% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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