+686.9%
SEI vs WWD
+437.6%
+249.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.3% |
| 7D | +22.6% | -2.6% | +25.2% | +24.3% |
| 30D | +9.1% | -6.9% | +16.0% | +13.7% |
| 3M | -11.3% | -13.0% | +1.7% | -4.5% |
| 6M | +22.0% | -12.5% | +34.5% | +30.0% |
| YTD | +47.3% | +11.8% | +35.4% | +35.3% |
| 1Y | +124.8% | +41.1% | +83.7% | +79.2% |
| 3Y | +591.3% | +163.1% | +428.2% | +290.4% |
| 5Y | +1,008.2% | +187.6% | +820.6% | +469.0% |
| All | +686.9% | +437.6% | +249.4% | +223.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling