+686.9%
SEI vs ARWR
+4,607.4%
-3,920.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +22.6% | -4.0% | +26.6% | +23.4% |
| 30D | +9.1% | -5.0% | +14.1% | +10.1% |
| 3M | -11.3% | +11.3% | -22.7% | -13.5% |
| 6M | +22.0% | +42.6% | -20.6% | +13.9% |
| YTD | +47.3% | +24.8% | +22.5% | +40.3% |
| 1Y | +124.8% | +178.8% | -54.0% | +85.1% |
| 3Y | +591.3% | +183.3% | +407.9% | +430.1% |
| 5Y | +1,008.2% | +29.5% | +978.7% | +810.1% |
| All | +686.9% | +4,607.4% | -3,920.4% | +284.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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