+954.5%
SEI vs WCC
+211.6%
+742.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.2% | -2.0% | -3.5% |
| 7D | +20.7% | +1.7% | +19.0% | +19.8% |
| 30D | +9.1% | -6.1% | +15.2% | +13.1% |
| 3M | -6.0% | +3.1% | -9.1% | -6.2% |
| 6M | +18.9% | +28.2% | -9.3% | +5.6% |
| YTD | +40.1% | +41.1% | -1.0% | +19.2% |
| 1Y | +120.6% | +61.3% | +59.3% | +77.1% |
| 3Y | +562.1% | +123.6% | +438.5% | +353.1% |
| 5Y | +954.5% | +214.8% | +739.7% | +482.0% |
| All | +954.5% | +211.6% | +742.8% | +482.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling