+124.8%
SEI vs AHR
+26.4%
+98.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.0% |
| 7D | +22.6% | -2.1% | +24.7% | +22.2% |
| 30D | +9.1% | +1.9% | +7.2% | +9.3% |
| 3M | -11.3% | +15.7% | -27.0% | -15.0% |
| 6M | +22.0% | +2.5% | +19.5% | +21.8% |
| YTD | +47.3% | +15.0% | +32.3% | +44.3% |
| 1Y | +124.8% | +28.1% | +96.7% | +112.6% |
| All | +124.8% | +26.4% | +98.4% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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