+107.8%
SW vs SEI
+605.9%
-498.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | -2.9% | +10.5% | -13.4% | -3.8% |
| 30D | +5.0% | -8.0% | +13.0% | +5.0% |
| 3M | -13.7% | +6.7% | -20.4% | -15.4% |
| 6M | +8.0% | -17.0% | +25.0% | +7.6% |
| YTD | +14.0% | +39.7% | -25.7% | +6.6% |
| 1Y | +25.6% | +43.2% | -17.6% | +16.8% |
| 3Y | +40.1% | +676.3% | -636.2% | +4.0% |
| 5Y | -2.6% | +891.0% | -893.6% | -31.7% |
| All | +107.8% | +605.9% | -498.2% | +37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling