+560.2%
SEI vs ARWR
+181.4%
+378.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -1.4% | +17.7% | +16.6% |
| 7D | +28.8% | +2.9% | +26.0% | +28.0% |
| 30D | +10.4% | -2.9% | +13.2% | +11.1% |
| 3M | -11.4% | +15.2% | -26.7% | -14.7% |
| 6M | +31.2% | +42.3% | -11.1% | +19.9% |
| YTD | +39.7% | +28.2% | +11.5% | +30.4% |
| 1Y | +149.0% | +213.2% | -64.3% | +88.9% |
| 3Y | +560.2% | +184.6% | +375.5% | +350.5% |
| All | +560.2% | +181.4% | +378.8% | +350.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling