+114.5%
SW vs SEI
+592.7%
-478.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.4% | -8.2% | -0.5% |
| 7D | +1.8% | -4.3% | +6.1% | +1.8% |
| 30D | +7.0% | -18.0% | +25.1% | +8.1% |
| 3M | -7.6% | +8.2% | -15.9% | -9.6% |
| 6M | +8.5% | -13.9% | +22.4% | +7.7% |
| YTD | +17.7% | +37.0% | -19.4% | +10.2% |
| 1Y | +27.1% | +24.5% | +2.6% | +19.8% |
| 3Y | +48.2% | +681.1% | -632.9% | +9.9% |
| 5Y | -2.3% | +787.5% | -789.8% | -30.7% |
| All | +114.5% | +592.7% | -478.2% | +42.2% |
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