+593.8%
SEI vs AEIS
+172.0%
+421.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.1% | +6.9% | +6.5% |
| 7D | +28.2% | +6.5% | +21.8% | +23.2% |
| 30D | +15.5% | -9.2% | +24.7% | +23.0% |
| 3M | -1.4% | -8.3% | +7.0% | +3.6% |
| 6M | +37.4% | -6.3% | +43.7% | +38.6% |
| YTD | +47.8% | +36.5% | +11.3% | +14.4% |
| 1Y | +174.3% | +84.8% | +89.5% | +73.2% |
| All | +593.8% | +172.0% | +421.8% | +223.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling