+646.6%
SEI vs WCC
+490.5%
+156.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +2.5% | +13.8% | +15.0% |
| 7D | +28.8% | +8.5% | +20.4% | +23.6% |
| 30D | +10.4% | -1.0% | +11.3% | +11.2% |
| 3M | -11.4% | +2.1% | -13.5% | -11.3% |
| 6M | +31.2% | +36.8% | -5.6% | +11.9% |
| YTD | +39.7% | +47.7% | -8.0% | +15.0% |
| 1Y | +149.0% | +66.5% | +82.5% | +94.0% |
| 3Y | +560.2% | +134.2% | +426.0% | +319.9% |
| 5Y | +955.7% | +231.6% | +724.0% | +414.8% |
| All | +646.6% | +490.5% | +156.0% | +150.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling