+8.2%
SEI vs AMP
+18.6%
-10.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +4.5% | -21.4% | -16.8% |
| 7D | -16.4% | +7.7% | -24.1% | -16.5% |
| 30D | -22.9% | +6.6% | -29.5% | -22.9% |
| 3M | -0.3% | -4.7% | +4.4% | +2.1% |
| 6M | -22.3% | +12.9% | -35.2% | -24.6% |
| YTD | +26.2% | +8.6% | +17.5% | +19.3% |
| 1Y | +8.2% | +18.2% | -10.0% | -3.8% |
| All | +8.2% | +18.6% | -10.4% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 1y: compounded portfolio wealth divided by compounded AMP 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…
1y analysis · Full analysis span regression · 6 months rolling