+782.3%
SEI vs AMBA
-54.5%
+836.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +3.7% |
| 7D | +10.2% | -11.0% | +21.2% | +13.9% |
| 30D | -1.0% | -23.2% | +22.1% | +6.6% |
| 3M | -27.9% | -12.7% | -15.2% | -26.3% |
| 6M | +10.4% | +11.2% | -0.8% | +3.4% |
| YTD | +20.1% | -11.2% | +31.4% | +19.3% |
| 1Y | +109.7% | -22.5% | +132.3% | +115.2% |
| 3Y | +458.6% | -1.3% | +459.9% | +417.4% |
| All | +782.3% | -54.5% | +836.8% | +735.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling