+109.7%
SEI vs WCN
-8.7%
+118.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +2.5% |
| 7D | +10.2% | -0.6% | +10.9% | +9.7% |
| 30D | -1.0% | +0.4% | -1.5% | -0.6% |
| 3M | -27.9% | +7.3% | -35.2% | -24.8% |
| 6M | +10.4% | -2.5% | +12.9% | +10.7% |
| YTD | +20.1% | -5.4% | +25.5% | +17.3% |
| 1Y | +109.7% | -8.5% | +118.2% | +114.2% |
| All | +109.7% | -8.7% | +118.5% | +114.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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