+109.7%
SEI vs WTW
+3.0%
+106.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.1% | +5.6% | +2.3% |
| 7D | +10.2% | -2.6% | +12.9% | +8.7% |
| 30D | -1.0% | -1.0% | 0.0% | -1.2% |
| 3M | -27.9% | +29.9% | -57.8% | -15.0% |
| 6M | +10.4% | +10.7% | -0.3% | +25.2% |
| YTD | +20.1% | +2.6% | +17.6% | +35.8% |
| 1Y | +109.7% | +2.8% | +107.0% | +137.1% |
| All | +109.7% | +3.0% | +106.7% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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