+124.8%
SEI vs WCC
+66.6%
+58.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +1.9% |
| 7D | +22.6% | +1.5% | +21.1% | +21.3% |
| 30D | +9.1% | -2.1% | +11.2% | +11.4% |
| 3M | -11.3% | +3.8% | -15.2% | -13.4% |
| 6M | +22.0% | +35.0% | -13.0% | -4.3% |
| YTD | +47.3% | +46.4% | +0.9% | +6.9% |
| 1Y | +124.8% | +63.0% | +61.8% | +49.2% |
| All | +124.8% | +66.6% | +58.2% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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