+832.7%
SEI vs AHR
+360.2%
+472.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.5% | -5.7% | -5.2% |
| 7D | +20.7% | -3.0% | +23.7% | +21.0% |
| 30D | +9.1% | +2.6% | +6.5% | +8.7% |
| 3M | -6.0% | +16.0% | -22.0% | -9.6% |
| 6M | +18.9% | +3.1% | +15.9% | +17.5% |
| YTD | +40.1% | +16.0% | +24.1% | +35.1% |
| 1Y | +120.6% | +28.0% | +92.7% | +108.0% |
| All | +832.7% | +360.2% | +472.5% | +662.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling