+686.9%
SEI vs WCN
+177.9%
+509.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | +22.6% | -3.1% | +25.7% | +23.9% |
| 30D | +9.1% | -3.4% | +12.5% | +10.3% |
| 3M | -11.3% | +3.0% | -14.3% | -13.7% |
| 6M | +22.0% | -3.8% | +25.8% | +21.4% |
| YTD | +47.3% | -8.3% | +55.6% | +49.1% |
| 1Y | +124.8% | -9.7% | +134.5% | +127.7% |
| 3Y | +591.3% | +17.2% | +574.1% | +498.2% |
| 5Y | +1,008.2% | +25.3% | +982.9% | +800.5% |
| All | +686.9% | +177.9% | +509.1% | +249.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling