+114.0%
SW vs SEI
+539.1%
-425.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.3% | -15.2% | -2.2% |
| 7D | +2.3% | -18.3% | +20.6% | +3.7% |
| 30D | +6.8% | -24.4% | +31.2% | +8.6% |
| 3M | -5.2% | +1.5% | -6.7% | -6.7% |
| 6M | +7.4% | -25.1% | +32.6% | +8.0% |
| YTD | +17.4% | +26.4% | -9.0% | +10.7% |
| 1Y | +27.1% | +8.9% | +18.2% | +21.4% |
| 3Y | +47.9% | +586.7% | -538.8% | +10.9% |
| 5Y | -2.6% | +717.9% | -720.5% | -30.3% |
| All | +114.0% | +539.1% | -425.1% | +42.9% |
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