+591.3%
SEI vs AMP
+66.7%
+524.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.5% |
| 7D | +22.6% | -0.5% | +23.1% | +23.0% |
| 30D | +9.1% | -1.3% | +10.4% | +10.0% |
| 3M | -11.3% | +24.2% | -35.5% | -27.3% |
| 6M | +22.0% | +24.6% | -2.5% | -0.7% |
| YTD | +47.3% | +14.8% | +32.4% | +27.0% |
| 1Y | +124.8% | +12.8% | +112.0% | +96.5% |
| 3Y | +591.3% | +69.0% | +522.3% | +354.8% |
| All | +591.3% | +66.7% | +524.6% | +354.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling