+827.0%
SEI vs AS
+125.3%
+701.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | +0.2% |
| 7D | +27.6% | -3.6% | +31.2% | +28.8% |
| 30D | -17.1% | +3.4% | -20.5% | -18.1% |
| 3M | +4.6% | -8.6% | +13.2% | +6.4% |
| 6M | -15.1% | -10.0% | -5.0% | -14.0% |
| YTD | +41.2% | -19.2% | +60.3% | +46.3% |
| 1Y | +37.5% | -3.8% | +41.3% | +35.5% |
| All | +827.0% | +125.3% | +701.7% | +745.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling