+1,026.2%
SEI vs WST
-27.5%
+1,053.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.2% | +6.0% | +5.8% |
| 7D | +28.2% | -1.7% | +29.9% | +28.6% |
| 30D | +15.5% | -4.3% | +19.8% | +16.4% |
| 3M | -1.4% | +0.7% | -2.1% | -1.5% |
| 6M | +37.4% | +36.0% | +1.4% | +29.3% |
| YTD | +47.8% | +22.7% | +25.1% | +41.5% |
| 1Y | +174.3% | +34.1% | +140.2% | +158.6% |
| 3Y | +598.5% | -13.6% | +612.0% | +564.2% |
| 5Y | +1,026.2% | -26.0% | +1,052.2% | +776.6% |
| All | +1,026.2% | -27.5% | +1,053.7% | +776.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling