+10.2%
SHW vs SEI
+889.7%
-879.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | +1.9% | +10.5% | -8.5% | +1.7% |
| 30D | +8.1% | -8.0% | +16.1% | +8.0% |
| 3M | -2.8% | +6.7% | -9.5% | -3.4% |
| 6M | +15.0% | -17.0% | +32.1% | +14.9% |
| YTD | +9.0% | +39.7% | -30.7% | +6.4% |
| 1Y | +4.5% | +43.2% | -38.7% | +1.8% |
| 3Y | +41.9% | +676.3% | -634.5% | +23.6% |
| All | +10.2% | +889.7% | -879.5% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 5y: compounded portfolio wealth divided by compounded SEI 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…
5y analysis · Full analysis span regression · 6 months rolling