+124.8%
SEI vs WY
-9.1%
+133.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.2% |
| 7D | +22.6% | -4.2% | +26.8% | +21.4% |
| 30D | +9.1% | -10.1% | +19.2% | +6.9% |
| 3M | -11.3% | -8.5% | -2.8% | -12.7% |
| 6M | +22.0% | -3.3% | +25.4% | +20.1% |
| YTD | +47.3% | -4.4% | +51.7% | +44.7% |
| 1Y | +124.8% | -11.5% | +136.2% | +144.5% |
| All | +124.8% | -9.1% | +133.8% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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