+109.7%
SEI vs WPM
+53.7%
+56.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.1% | +4.5% | +3.8% |
| 7D | +10.2% | +1.1% | +9.2% | +9.8% |
| 30D | -1.0% | +26.4% | -27.4% | -9.6% |
| 3M | -27.9% | +20.8% | -48.8% | -33.8% |
| 6M | +10.4% | +1.1% | +9.3% | +6.4% |
| YTD | +20.1% | +32.5% | -12.3% | +1.4% |
| 1Y | +109.7% | +51.5% | +58.2% | +69.0% |
| All | +109.7% | +53.7% | +56.0% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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