+30.3%
SEI vs AS
+2.8%
+27.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.4% | +7.2% | +5.0% |
| 7D | +12.4% | -3.0% | +15.4% | +12.8% |
| 30D | -18.3% | +9.6% | -27.8% | -19.3% |
| 3M | +10.4% | -8.2% | +18.6% | +12.6% |
| 6M | -12.9% | -9.9% | -3.0% | -11.6% |
| YTD | +41.8% | -16.8% | +58.6% | +41.3% |
| 1Y | +30.3% | +3.0% | +27.3% | +36.1% |
| All | +30.3% | +2.8% | +27.5% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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