+109.7%
SEI vs AMP
+11.4%
+98.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +3.6% |
| 7D | +10.2% | +0.2% | +10.0% | +10.1% |
| 30D | -1.0% | -0.1% | -0.9% | -1.1% |
| 3M | -27.9% | +23.6% | -51.5% | -32.4% |
| 6M | +10.4% | +20.4% | -10.0% | +4.5% |
| YTD | +20.1% | +15.4% | +4.7% | +14.3% |
| 1Y | +109.7% | +11.0% | +98.8% | +108.0% |
| All | +109.7% | +11.4% | +98.4% | +108.0% |
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