+124.8%
SEI vs AGI
+9.2%
+115.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.9% |
| 7D | +22.6% | -2.7% | +25.3% | +23.4% |
| 30D | +9.1% | +7.2% | +1.8% | +7.1% |
| 3M | -11.3% | +4.3% | -15.6% | -13.0% |
| 6M | +22.0% | -27.1% | +49.1% | +28.4% |
| YTD | +47.3% | -6.6% | +53.9% | +40.3% |
| 1Y | +124.8% | +9.5% | +115.2% | +92.5% |
| All | +124.8% | +9.2% | +115.5% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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