+560.2%
SEI vs ALHC
+141.7%
+418.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.6% | +16.9% | +16.3% |
| 7D | +28.8% | -1.0% | +29.8% | +28.9% |
| 30D | +10.4% | -6.3% | +16.7% | +10.7% |
| 3M | -11.4% | -12.3% | +0.9% | -11.0% |
| 6M | +31.2% | -27.0% | +58.2% | +32.8% |
| YTD | +39.7% | -31.8% | +71.6% | +42.1% |
| 1Y | +149.0% | -17.0% | +166.0% | +151.2% |
| 3Y | +560.2% | +159.8% | +400.3% | +551.0% |
| All | +560.2% | +141.7% | +418.5% | +551.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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