+730.2%
SEI vs AS
+134.9%
+595.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.5% | +13.8% | +14.2% |
| 7D | -18.3% | +6.9% | -25.2% | -19.9% |
| 30D | -24.4% | +16.0% | -40.4% | -27.6% |
| 3M | +1.5% | -12.8% | +14.4% | +4.7% |
| 6M | -25.1% | -15.4% | -9.8% | -22.6% |
| YTD | +26.4% | -15.7% | +42.2% | +29.7% |
| 1Y | +8.9% | +6.1% | +2.9% | +4.4% |
| All | +730.2% | +134.9% | +595.4% | +649.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling