+124.8%
SEI vs WU
-9.1%
+133.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.2% |
| 7D | +22.6% | -3.5% | +26.1% | +22.1% |
| 30D | +9.1% | -2.9% | +12.0% | +8.7% |
| 3M | -11.3% | -2.3% | -9.1% | -13.2% |
| 6M | +22.0% | -25.4% | +47.4% | +20.8% |
| YTD | +47.3% | -21.2% | +68.5% | +43.6% |
| 1Y | +124.8% | -8.9% | +133.6% | +96.3% |
| All | +124.8% | -9.1% | +133.8% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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