+557.7%
SEI vs WPM
+259.8%
+298.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.7% | -1.5% | -4.1% |
| 7D | +20.7% | -3.6% | +24.3% | +22.0% |
| 30D | +9.1% | +12.5% | -3.4% | +5.0% |
| 3M | -6.0% | +40.6% | -46.6% | -15.6% |
| 6M | +18.9% | +0.5% | +18.4% | +15.9% |
| YTD | +40.1% | +29.0% | +11.1% | +26.4% |
| 1Y | +120.6% | +43.8% | +76.8% | +92.8% |
| All | +557.7% | +259.8% | +298.0% | +317.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling