+689.9%
SEI vs WCN
+180.5%
+509.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +7.0% | +6.2% |
| 7D | +28.2% | -1.7% | +30.0% | +28.9% |
| 30D | +15.5% | -3.0% | +18.5% | +16.5% |
| 3M | -1.4% | +2.5% | -3.9% | -3.9% |
| 6M | +37.4% | -5.7% | +43.1% | +37.9% |
| YTD | +47.8% | -7.4% | +55.3% | +49.1% |
| 1Y | +174.3% | -8.6% | +182.9% | +176.3% |
| 3Y | +598.5% | +19.4% | +579.1% | +499.1% |
| 5Y | +1,026.2% | +27.2% | +999.0% | +808.4% |
| All | +689.9% | +180.5% | +509.4% | +249.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling