+646.6%
SEI vs AMBA
+6.6%
+640.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +0.9% | +15.4% | +16.0% |
| 7D | +28.8% | -6.4% | +35.3% | +31.3% |
| 30D | +10.4% | -26.8% | +37.2% | +20.8% |
| 3M | -11.4% | -7.6% | -3.8% | -10.9% |
| 6M | +31.2% | +21.2% | +10.0% | +20.0% |
| YTD | +39.7% | -10.4% | +50.1% | +38.6% |
| 1Y | +149.0% | -24.4% | +173.4% | +158.0% |
| 3Y | +560.2% | +6.0% | +554.2% | +499.5% |
| 5Y | +955.7% | -53.9% | +1,009.6% | +941.6% |
| All | +646.6% | +6.6% | +640.0% | +402.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling