+591.3%
SEI vs WCC
+130.1%
+461.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +2.6% |
| 7D | +22.6% | +1.5% | +21.1% | +21.6% |
| 30D | +9.1% | -2.1% | +11.2% | +11.0% |
| 3M | -11.3% | +3.8% | -15.2% | -12.4% |
| 6M | +22.0% | +35.0% | -13.0% | +1.4% |
| YTD | +47.3% | +46.4% | +0.9% | +16.9% |
| 1Y | +124.8% | +63.0% | +61.8% | +68.3% |
| 3Y | +591.3% | +133.9% | +457.3% | +325.5% |
| All | +591.3% | +130.1% | +461.2% | +325.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling