+632.2%
SEI vs AMBA
+3.5%
+628.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.3% | +3.1% | +6.7% |
| 7D | -4.3% | 0.0% | -4.2% | -3.8% |
| 30D | -18.0% | -8.6% | -9.5% | -15.2% |
| 3M | +8.2% | -29.0% | +37.2% | +20.6% |
| 6M | -13.9% | -19.2% | +5.3% | -10.5% |
| YTD | +37.0% | -13.0% | +50.0% | +38.4% |
| 1Y | +24.5% | -31.3% | +55.8% | +33.6% |
| 3Y | +681.1% | +28.1% | +652.9% | +586.6% |
| 5Y | +787.5% | -69.4% | +856.9% | +904.2% |
| All | +632.2% | +3.5% | +628.7% | +401.9% |
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