+27.1%
SW vs SEI
+10.1%
+17.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.3% | -15.2% | -1.0% |
| 7D | +2.3% | -18.3% | +20.6% | +2.4% |
| 30D | +6.8% | -24.4% | +31.2% | +7.0% |
| 3M | -5.2% | +1.5% | -6.7% | -5.8% |
| 6M | +7.4% | -25.1% | +32.6% | +8.6% |
| YTD | +17.4% | +26.4% | -9.0% | +11.3% |
| 1Y | +27.1% | +8.9% | +18.2% | +23.4% |
| All | +27.1% | +10.1% | +17.0% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling