+19.6%
SW vs SEI
+453.4%
-433.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.2% | +1.0% |
| 7D | -5.1% | +10.2% | -15.3% | -5.9% |
| 30D | -4.6% | -1.0% | -3.6% | -4.7% |
| 3M | +9.4% | -27.9% | +37.3% | +11.8% |
| 6M | +3.5% | +10.4% | -6.9% | +1.2% |
| YTD | +22.0% | +20.1% | +1.9% | +17.3% |
| 1Y | +2.2% | +109.7% | -107.5% | -8.4% |
| All | +19.6% | +453.4% | -433.8% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling