+542.0%
SEI vs WING
+344.1%
+197.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.4% | +3.5% |
| 7D | +10.2% | -3.9% | +14.1% | +10.7% |
| 30D | -1.0% | -11.6% | +10.5% | 0.0% |
| 3M | -27.9% | -24.2% | -3.7% | -26.4% |
| 6M | +10.4% | -54.1% | +64.5% | +18.5% |
| YTD | +20.1% | -53.9% | +74.0% | +27.8% |
| 1Y | +109.7% | -64.4% | +174.1% | +129.5% |
| 3Y | +458.6% | -30.2% | +488.8% | +425.8% |
| 5Y | +775.3% | -34.1% | +809.4% | +707.0% |
| All | +542.0% | +344.1% | +197.8% | +278.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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