+120.6%
SEI vs WST
+37.8%
+82.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.2% | -7.4% | -5.9% |
| 7D | +20.7% | +0.4% | +20.2% | +20.4% |
| 30D | +9.1% | -2.0% | +11.1% | +9.8% |
| 3M | -6.0% | +4.1% | -10.1% | -7.0% |
| 6M | +18.9% | +47.4% | -28.5% | +2.1% |
| YTD | +40.1% | +25.4% | +14.7% | +26.5% |
| 1Y | +120.6% | +35.3% | +85.3% | +100.2% |
| All | +120.6% | +37.8% | +82.8% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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