+124.8%
SEI vs WWD
+41.6%
+83.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.5% |
| 7D | +22.6% | -2.6% | +25.2% | +23.9% |
| 30D | +9.1% | -6.9% | +16.0% | +12.8% |
| 3M | -11.3% | -13.0% | +1.7% | -5.4% |
| 6M | +22.0% | -12.5% | +34.5% | +28.3% |
| YTD | +47.3% | +11.8% | +35.4% | +40.0% |
| 1Y | +124.8% | +41.1% | +83.7% | +94.5% |
| All | +124.8% | +41.6% | +83.2% | +94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling