+686.9%
SEI vs WPM
+760.2%
-73.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.1% | +3.0% | +4.6% |
| 7D | +22.6% | -0.6% | +23.1% | +22.8% |
| 30D | +9.1% | +14.4% | -5.3% | +5.2% |
| 3M | -11.3% | +37.0% | -48.3% | -18.5% |
| 6M | +22.0% | +4.1% | +17.9% | +19.1% |
| YTD | +47.3% | +31.7% | +15.6% | +35.0% |
| 1Y | +124.8% | +44.2% | +80.6% | +101.2% |
| 3Y | +591.3% | +265.5% | +325.8% | +386.6% |
| 5Y | +1,008.2% | +262.5% | +745.7% | +666.5% |
| All | +686.9% | +760.2% | -73.3% | +323.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling