-0.1%
SW vs SEI
+705.5%
-705.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -16.9% | +21.0% | +5.3% |
| 7D | +12.1% | -16.4% | +28.5% | +13.3% |
| 30D | +6.6% | -22.9% | +29.4% | +8.0% |
| 3M | -6.0% | -0.3% | -5.7% | -7.2% |
| 6M | +21.5% | -22.3% | +43.8% | +21.9% |
| YTD | +20.3% | +26.2% | -5.8% | +14.1% |
| 1Y | +28.1% | +8.2% | +19.9% | +23.0% |
| 3Y | +51.6% | +570.4% | -518.8% | +18.3% |
| All | -0.1% | +705.5% | -705.6% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling